John Baron's Investment Trust Portfolio 

Remaining focused on the long term

Remaining focused on the long term

I recently gave a talk at a virtual investment conference entitled ‘New World Insights: Exploring themes set to outperform’. Of course, the full extent and long-term impact of Covid-19 will remain unknown for some time. But as the world embarks on the long journey back to social and economic normality, I questioned whether this is the moment ‘value’ is about to return to favour, commented on the ‘active’/’passive’ debate, and highlighted those themes which will continue to present good opportunities for the patient investor.

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