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.

To continue reading, subscribe today

and enjoy unlimited access to the following:

  • Tips of the Week
  • Funds coverage
  • Weekly features on big investment themes
  • Trading ideas
  • Comprehensive companies coverage
  • Economic analysis
Subscribe to Investors Chronicle

Subscribe today

Full access for just £3.37 a week:

• Tips and recommendations - to beat the market 
• Portfolio clinic & Mr Bearbull - build a well-planned portfolio 
• Expert tools - track and manage investments effortlessly
• Plus free delivery to your home or office

Subscribe Now