John Baron's Investment Trust Portfolio 

Seeking superior returns

Seeking superior returns

Having summarised the portfolios’ 2019 performance, last month’s piece (‘Another rewarding year’, 10 January 2020) briefly reminded readers of the investment principles guiding the portfolios before explaining in some detail why economic and market forecasts are best avoided, as they simply contribute to market ‘noise’. The piece then turned to the market opportunities that lie ahead and the logic for holding the various asset classes employed by the portfolios. 

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