Monks Investment Trust: Manager Insights

Key Points

- The Monks team believes share prices follow progress in earnings over time, so we aspire to hold growth companies long-term and let compounding work its magic

- We recognise businesses grow differently and embrace three earnings growth patterns, investing in a mix of what we call Stalwart, Rapid and Cyclical growth companies

- While recent months have been challenging, the prospects of the portfolio are strong – we believe our active stock picking approach can take advantage of market volatility