66. Kentucky. There’s more to it than just fried chicken

Mark Sherlock, lead portfolio manager of the Hermes US SMID Equity fund, and his colleague Steve Chiavarone, discuss ditching oil-related companies and shopping malls and reinvesting in tech. They also talk about the possibility of the US bringing manufacturing home - and how smaller companies could be a big part of reconfigured supply chains… With one of lowest tax rates in the world, an educated workforce and plenty of room, is Oklahoma the place to be in the ‘twenties’?Learn more on fundcalibre.comPlease remember, we’ve been discussing individual companies to bring investing to life for you. It’s not a recommendation to buy or sell. The fund may or may not still hold these companies at the time of listening. Elite Ratings are based on FundCalibre’s research methodology and are the opinion of FundCalibre’s research team only.