Investor Insights Podcast #35 – Douglas Ledingham, Senior Portfolio Manager, Stewart Investors

Episode Description and Disclaimer

In Episode #35 we spoke to Douglas Ledingham a Senior Portfolio Manager at Stewart Investors. Douglas joined the team in 2013 and is lead manager of the company’s Asia Pacific and Japan strategy and alongside David Gait, co-manager of the Pacific Assets Trust (PAC-LON), the London-listed Investment Trust which invests in companies in the Asia Pacific region and the Indian sub-continent, outside of Japan, Australia and New Zealand.

During this episode we reference Stewart Investor’s recently developed ‘Portfolio Explorer’ tool which can be accessed here.

Episode timestamps:
00:00 Introduction
02:49 Guest biography and fund summary
04:08 Recent team debates and book recommendation
07:12 What typifies a Stewart Investors investment
10:37 The current opportunity in India
15:15 The current opportunity in China
19:32 The approach to UK Sustainability Disclosure Requirements (SDR)
23:16 Highest conviction areas
26:14 Disclaimer and risk warnings

In each episode of our Investor Insights Podcast we will be interviewing portfolio managers from across the investment industry to gain from the expertise in their specialist areas and to question them on the topical issues.

Please get in touch via [email protected] for more information on any of the subject matter discussed in this episode, to suggest future topics for discussion or for further details of the services offered by Killik & Co.

This podcast is not personal advice. This material is intended for educational purposes only and is not investment research or a recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. Some of the views expressed by our guest speakers may not be representative of our own views. The value of your investments can rise as well as fall and you could get back less than you invested. Past performance is not a guide to future performance. The investments referred to in this Podcast may not be suitable for all investors and you should seek advice from a qualified investment adviser. Killik & Co is authorised and regulated by the Financial Conduct Authority (FCA).

During this episode we reference Stewart Investor’s recently developed ‘Portfolio Explorer’ tool which can be accessed here. https://www.stewartinvestors.com/uk/e...