Why investors should be optimistic in 2021 with James Mahon on FundCalibre

James Mahon, co-manager the Tenax Absolute Return Strategies Fund, explains why he's optimistic for 2021 [0:30​] despite market volatility [2:30​], vaccine hurdles for Europe [3:20​] and the perception of inflation on the market [10:58​]. James then shares fund updates on Diago and Heathrow holdings [4:22​], energy storage opportunities [6:00​] and SONIA [8:06​].

To listen to the full podcast interview with FundCalibre's Ryan Lightfoot-Brown, please click on the audio player link.

Quarterly Tenax Fund Manager Update

A video update for investment professionals, on our Tenax Absolute Return Strategies Fund, by co-managers James Mahon and Jeremy Wharton

In the latest Tenax Q1 2021 update we reviewed the recent performance of the Fund. Fund managers, James Mahon and Jerry Wharton, covered the extensive activity within the Fund this year, before providing a market outlook and answering questions from investors.

James Mahon updates FundCalibre on the Elite Rated Tenax Fund

Topics covered range from using cash to buy equities and bonds at much cheaper prices in March and April of 2020, our recent purchasing of both the bonds and shares of Diageo and why Heathrow airport is a better investment than Gatwick.

To listen to the full podcast interview with FundCalibre's Staci West, please click on the audio player link.

Download podcast transcript

Insights, news and opinion

Keep up to date and read our opinion on key investment topics for the Tenax Absolute Return Strategies Fund.

View all

Contact us

To discuss your requirements, or to find out more about our funds and services, please contact us:

Sam Liddle Sales Director

Intermediary Sales

  • 07887 520621
  • s.liddle@church-house.co.uk

Matthew Goodsir Business Development Manager

Intermediary Sales

  • 020 7534 9877
  • m.goodsir@church-house.co.uk