high conviction funds

Latest news and analysis on high conviction funds

Funds

Nikki Thomas - the power of focus: running a 20-stock global portfolio

David Clark is joined by Nikki Thomas, global equity investor and the current Portfolio Manager of Magellan’s High Conviction Fund.
David Clark
Koda Capital
Buy Hold Sell

Why you should only focus on your best ideas (and 2 to get you started)

Plus, our guests share some of the major wins, lessons and learnings from following a high conviction approach.
+4
Buy Hold Sell
Livewire Markets
2