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Citywire Podcast: How this US small cap manager beat the S&P without tech

How this US small cap manager beat the S&P without tech (citywire.com)

Citywire A-rated manager Richard de Lisle explains how his US small cap fund beat the S&P 500, despite avoiding US tech which has driven the index’s most recent exuberant returns.

“In the three years to July 2023 the £260m VT de Lisle America fund returned 83.3%, beating the S&P 500 in sterling terms which gained 47.9% over that same period – Citywire”

He also explains why his predictions on US tech stocks were wrong but remains comfortable being out of that space, how property has driven returns for his fund and how Build-a-Bear has added value to his portfolio.

Click here to listen to the short podcast (14 min)

Past performance is not a guide to future performance; the value of an investment and income from it can go down as well as up. Your capital is at risk. Please read the Prospectus before making an investment.

 

 

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