UK equities have been unloved by the market for a number of years, but innovative and well-run businesses are still very much present and are available at incredibly cheap valuations. Consequently, we are in the midst of a particularly attractive environment for active stock pickers with a flexible and unconstrained approach. TT’s UK Equity Strategy has a strong track record over 19 years of generating attractive risk-adjusted excess returns. It is therefore very well placed to exploit the current opportunity set.
Andy Raikes, PM of the TT UK Equity strategy, hosted a webinar in which he discussed why certain parts of the UK equity market are looking so attractive at the moment, delving into a couple of the themes he thinks will help him generate alpha in the medium term:
1) Unique challenges in recent years have enabled certain strong companies to get much stronger
2) The valuation dislocation for UK mid-caps.
The webinar begins with a 5 minute introduction to the strategy and can be viewed below.
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1. About TT International
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19. Contact Us
You can contact TT at: T: +44 20 7509 1000, F: +44 20 7509 1289, or by email to firstname.lastname@example.org.
TT International Asset Management Ltd.
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