December 19, 2017

Fund Manager Chat: James Baker, Chelverton UK Equity Growth Fund

Jake Moeller

In this podcast, James Baker, Fund Manager of the Chelverton UK Equity Growth Fund, outlines the objectives and processes that underpin this fund. He discusses how his extensive sell-side experience provides a unique insight into his portfolio construction process and examines valuations of UK stocks. He considers the outlook for corporate growth in this late-cycle environment and how this might affect his fund performance.

He also outlines his portfolio positioning and outlines why he favours technology-related stocks and mid-cap and smaller-cap stocks.

Running Order

James is chatting with Jake Moeller, Head of Lipper UK and Ireland Research at Thomson Reuters in London on December 6, 2017.

About James Baker

James Baker. Picture – courtesy Spring Capital.

James Baker is a history graduate from Cambridge University with over 30 years of equity market experience on both buy and sell sides. He has specialised his entire career in UK Small and Mid-caps stock selection.

James has worked for several organisations over the years, but most notably spent 11 years from 1999 to 2011 as part of the ABN Amro, Small Mid cap sales team, which was consistently top ranked by Extel.

Prior to joining Chelverton Asset Management, James worked as the Assistant Fund Manager on the Rathbone UK Recovery Fund.

Thomson Reuters Lipper delivers data on more than 265,000 collective investments in 61 countries. Find out more.

This material is provided for as market commentary and for educational purposes only and does not constitute investment research or advice. Thomson Reuters cannot be held responsible for any direct or incidental loss resulting from applying any of the information provided in this publication or from any other source mentioned. Please consult with a qualified professional for financial advice. The author does not own shares in this investment.

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