Andy Raikes

Globe WorldWatch

TT UK Webinar


Undervalued, Unloved and Overlooked: Opportunities in UK Equities

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 facing the UK in recent years have wiped out many competitors, allowing strong UK businesses to cement their leading positions

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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