UK Growth Trust Manager Insights

Key Points

• The Chinese curse “may you live in interesting times” springs to mind amid current geopolitical challenges, inflation and tightening monetary policy
• Despite the uncertainty, there are opportunities for long-term investors – the key is staying focused on analysing the fundamentals of our holdings through times good and bad
• By sticking to our process, we believe we can use this volatility to our advantage and that there are good grounds for optimism