Vox Markets Fund Manager April 2024 Series: Josh Northrop of Whitman Asset Management

In the April 2024 Vox Markets Fund Manager interview, Josh Northrop provides an update on the outlook for UK equities, a review of a number of stocks held within the WS Whitman UK Small Cap Growth Fund and the triggers to sell a holding.

Video Disclaimer: Although Whitman uses all reasonable skill and care in compiling this video, no warranty is given as to its accuracy or completeness. The opinions expressed accurately reflect the views of Whitman at the date of this presentation based on our views at such time regarding market conditions and other factors, may depend upon assumptions or projections that may not prove to be correct, and are subject to change. The opinions stated are honestly held, they are not guarantees and should not be relied upon.

The value of investments may fall as well as rise and your capital is at risk. Information on past performance, where given, is not necessarily a guide to future performance. We strongly recommend that you seek professional advice before you consider making investments is such securities. AIM has less stringent rules and AIM company shares may be less liquid than those companies listed on the London Stock Exchange.

Current tax rules and the available tax reliefs offered on investments into AIM-quoted stocks may change at any time, and there is a considerable risk that if the legislation changed in respect of these tax reliefs, then those stocks that no longer qualified for such reliefs would be subject to heavy selling pressure, potentially leading to significant investment losses.

Latest News & Insights
Whitman Insights Business Relief
A Comparison of AIM and Generalist Business Relief Schemes
Over recent years the demand for Inheritance Tax (IHT) planning has increased due to a ...
Read More
What role can gold and silver play in a portfolio
What role can gold and silver play in a portfolio
The gold price has enjoyed a period of strong performance since the beginning of 2024, ...
Read More
Whitman Insights ESG
Sustainable Investing and Stewardship
As the global community confronts pressing challenges, such as climate change, social inequality, and corporate ...
Read More
Scroll to Top