09 Oct 2019
Simon Edelsten is passionate about growing real wealth by investing in high quality stocks worldwide and we welcomed his insightful tour of global equities to the RSMR podium.
Global equities
Manager of the Artemis Global Select Fund and Mid Wynd International Investment Trust from 2011 with Alex Illingworth and Rosanna Burcheri.
Politics, Philosophy and Economics at Trinity College, Oxford
Phillips & Drew (1985 to 1997)
Dresdner Kleinwort Benson in 1997 as head of European equity sales. From there he went to Taube Hodson Stonex (THS) in 2001: in a five-man team, Simon had joint responsibility for global equities.
Artemis Global Select Fund, Portfolio Adviser Fund Awards 2019, Gold award, Global Equity.
“Having a global remit is a great advantage. You can pick the best stocks in the world, and because you have a huge pool of opportunity you should be able to set your hurdle very high in terms of the growth, or balance of growth against caution, that you want,” he says.
"Lazy people will never move away from Apple products as everything talks to each other, so price won’t matter. You need to do analysis to know what a defensive stock is. The stock market seems to put companies that have a reputation for being defensive on very high multiples. And if they turn out not to be defensive, as we saw with tobacco, then you can lose an awful lot of money."
This information is for UK Professional Advisers only and should not be given to retail clients.The value of investments and the income from them may go down as well as up and investors may not get back the amounts originally invested.
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