John Baron's Investment Trust Portfolio 

More contrarian pointers for 2018

More contrarian pointers for 2018

Recent market volatility, though long overdue, has understandably rattled many investors’ nerves. Sentiment is cautious at best. At such times, it is important to remember tried-and-tested investment principles. When deciding our portfolios’ strategy, little attention is paid to short-term market ‘noise’. The portfolios contain a blend of strategies and preferences, but the overarching objective is to hold companies that create wealth and add value. The focus remains on the longer term when assessing sentiment and fundamentals, and volatility is therefore seen as an opportunity.

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