UK Dynamic Equity update
Online webinar - BrightTALK 23 November 2020

UK Dynamic Equity update

William Lough, Manager of the ES R&M UK Dynamic Equity Fund, discusses the current opportunities.

UK Dynamic Equity update

An outlook

William Lough, manager of the ES R&M UK Dynamic Equity Fund, believes that despite the lack of exuberance shown in the UK market, it still offers the appealing combination of low starting valuations at a market aggregate level plus wide dispersion of valuations intra-market.

In this webinar he will discuss how and why a good proportion of the fund’s highest conviction ideas are currently strong cyclical franchises and smaller companies and answer any questions you may have.

With a strong performance over many time periods, Will’s insights into where there is value in the market are not to be missed.

Date and time

23 November 2020


BrightTALK (requires user registration)