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Monks Investment Trust: Manager Insights

August 2022 / 8 min


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