Sharesify - Podcast with Simon Barnard of Smithson Equity Fund
In the latest podcast special, Steven Frazer and James Crux are joined by Simon Barnard, manager of Smithson Equity Fund. Smithson invests in small and mid cap companies with superior operating numbers.
Simon Barnard discusses Smithson’s transition from an investment trust to an open-ended fund. Barnard explains why he is sticking with his strategy of investing in high-quality global small and mid-cap companies.
He talks about the steps he has taken to improve the fund’s performance. Barnard then explains why he is seeing lots of value opportunities within his preferred parts of the global small and mid cap market.
Barnard also walks us through the fund’s exposure to the AI theme and why Smithson Equity has such a significant allocation to the US.
Please note that this podcast was produced by Sharesify under their editorial control. Mentions of individual companies are not investment advice.
Link to the original article: https://sharesify.com/sharesify-podcast-with-simon-barnard-of-smithson-equity-fund/