Webinars

VT De Lisle America Fund Webinar: ‘America First: Investing in an era of geopolitical realignment’

June 2025

Key webinar takeaways 

• Looking back over 5 years, the Fund has delivered strong performance during uncertain times, returning 15.07% annualised compared to the S&P 500’s 13.95% and the small stock Russell 2000’s 7.75%.¹
• Importantly, these returns have come from a variety of sectors (Industrials, Financials, Energy etc) while the S&P 500 has been overly concentrated in Technology.
• Dan Scott Lintott shared insights from his recent research trip to the US Rust Belt. He observed the palpable sense of resilience, community building, and manufacturing growth – a stark contrast to political headlines.
• Looking forward, the theme of unexpected US re-industrialisation will drive major investment opportunities, as the need to support power infrastructure is causing a surge in construction activity.
• The Fund is positioned to capture the benefits of this American advantage from the infrastructure buildout and industrial onshoring, which we think will lead returns over the next 5 years.

Important Information

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.