The Zone: Your quarterly newsletter - Autumn edition
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In the Autumn edition of your newsletter:
We look at how legacy Witan shareholders will find much is the same, but a little that’s different.
We focus on stock picker ARGA and why China’s economic troubles are creating some interesting investment opportunities.
And we ask whether Japan’s flash-in-the-pan stock market rout has done much to change manager Dalton’s approach to investing in the land of the rising sun
We also have three stock spotlight videos:
- Resort and casino operator Las Vegas Sands comes under the spotlight with ARGA's A. Rama Krishna.
- Mark Baribeau, newly appointed stock picker from investment house Jennison, gives his views on NVIDIA
- Tye Bousada, from EdgePoint – the most recent manager to join the Alliance Witan portfolio – looks at property management firm, JLL
We hope you find this newsletter informative and valuable. If you’d like more information on the Trust, please visit alliancewitan.com or email investor@alliancewitan.com.