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UK Equity Growth Fund Manager updates

Updates from co-managers Rory Campbell-Lamerton and Fred Mahon

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UK equity update - May 2021

A webinar on the "Long-term opportunities in UK equities", by co-managers Rory Campbell-Lamerton and Fred Mahon.

Funds to Watch conference 2021

Our UK fund managers Rory Campbell-Lamerton & Fred Mahon spoke at the Funds to Watch 2021 conference on Thursday 11 March.

The Funds to Watch series from Investment Week allowed sponsors to show-case up and coming or evolving funds and managers to some of the most influential fund selectors in the UK.

Fred & Rory talk to Proactive Investor

Our UK fund managers Rory Campbell-Lamerton and Fred Mahon talk to Proactive London's Katie Pilbeam about their investment strategy for the UK Equity Growth Fund.

Church House 'bullish' on UK economy, highlighting £150 billion UK household savings ready to be spent.

In the Markets with Fred & Rory

A podcast featuring our UK Fund Managers, Fred Mahon and Rory Campbell-Lamerton, looking at what has happened recently in financial markets. Breaking topics down to easily digestable, bitesize topics, the Fund Managers provide their informed views and insights as well as their outlook.

You can now follow and download the podcast on any of these streaming platforms.

Insights, news and opinion

Keep up to date and read our opinion on key investment topics on the UK Equity Growth Fund.

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UK Equity Growth Fund activity – May 2021

13th May 2021

April was a positive month for UK markets, with relatively low volatility in share prices and a generally more optimistic tone.

Portfolio Activity

By Fred Mahon

It is not about Growth vs Value: What the market is missing in 2021 – May 2021

6th May 2021

The second quarter began in positive fashion as all the major global stock markets across the globe rose, with the exception of Japan, which was off a touch.

Market Commentary

By Fred Mahon

UK Equity Growth Fund activity – April 2021

14th Apr 2021

One year on from our most recent market crash and it almost feels like ‘what crash?’

Portfolio Activity

By Rory Campbell-Lamerton

April 2021: Deliveroo or Deliveroops?

9th Apr 2021

In this episode, Fred and Rory analyse why it was so overvalued, what went wrong and why we didn't invest, although we do believe it to be a good quality business. But the question remains: has Deliveroo peaked?

Viewpoint

By Rozel Carrow

UK equity market commentary – April 2021

6th Apr 2021

It has been a patchy start to the year for UK markets, but my goodness, we are in a better situation than we were this time last year.

Market Commentary

By Fred Mahon

UK Equity Growth Fund activity – March 2021

11th Mar 2021

As we are now about to lap one year since the first lockdown, words cannot do justice to what a 12 months it has been for us all.

Portfolio Activity

By Fred Mahon

UK market commentary – March 2021

4th Mar 2021

Much like January and England’s current cricket tour of Sri Lanka and India, February was a month of ups and then downs.

Market Commentary

By Rory Campbell-Lamerton

A Budget for Bouncebackability

4th Mar 2021

At just after 12.30pm yesterday, Rishi Sunak, Chancellor of the Exchequer, announced financial packages, stimulus and support totalling over £400 billion for this year and next, in what Boris Johnson titled a ‘budget for recovery’.

Viewpoint

By Rory Campbell-Lamerton

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

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