PODCAST - EPISODE 5

Discovering investment opportunities in the US midcap market

As the Fund enters its 25th year, Jon and Sello discuss a change in the market environment and how that’s driven a pivot towards midcap holdings.

[00:05]

Introduction

[05.16]

Findlay Park’s definition of ‘midcap’

[06:20]

Factors driving the pivot towards midcaps

[11:25]

Analysing midcap companies through a responsible investment lens

[13:05]

Overlap between midcaps and re-industrialisation of America

[14:37]

Closing remarks

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