John Baron's Investment Trust Portfolio 

Refining the growth strategy

Refining the growth strategy

After a quiet few months for the Growth portfolio in terms of activity, August saw a number of changes that perhaps serve to confirm some of the thinking behind the portfolio’s asset allocation and thematic preferences as autumn approaches. At a time when there is much concern about the level of markets, this is also a useful moment to remind ourselves of some of the many growth opportunities that currently exist for the patient investor.

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