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Following Brunner’s debt refinancing in 2018, Lucy Macdonald highlights increased flexibility to focus on higher-conviction, more interesting quality growth companies.
Lucy Macdonald talks longevity and long-term conviction in the context of building a global equity portfolio. She also discusses the team’s aim of discovering stocks that can be future winners and the importance of doing this ahead of the crowd.
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© Allianz Global Investors GmbH 2020, Registered Office: Frankfurt am Main, Register: HRB 9340, Local court: Frankfurt am Main. All Rights Reserved. The Brunner Investment Trust PLC is incorporated in England and Wales. (Company registration no. 226323). Registered Office: 199 Bishopsgate, London, EC2M 3TY. VAT registration no. 244 7355 54. The Company is a member of the Association of Investment Companies - Category: Global Growth.