Another video - YTD performance, and a reader asks are fund manager shares cheap? episode artwork

EPISODE · Apr 6, 2025 · 35 MIN

Another video - YTD performance, and a reader asks are fund manager shares cheap?

from UK Small/Mid Caps with Paul Scott · host Small/Mid Caps with Paul Scott

One reader messaged me to say that a value/GARP approach isn’t working. So I put things into perspective by reminding him that there’s been a big market sell-off in recent weeks, hitting US shares the most, thanks to Trump.Another reader asked me if the sell-off in fund manager shares is creating buying opportunities. I have a quick rummage and come up with some apparent bargains, but also warn against some pitfalls.As always, not advice, just my fallible personal opinions!Here’s the link to Michael Taylor’s article on customising your news feed on ShareScope. Thanks Michael!Here’s my affiliate link for a special deal (new accounts only) to join up for ShareScope. This really helps me out, with commission, so I can pay for a new writer here, so thank you to everyone who’s taken up this offer! Also I’ll be rewarding you with complementary upgrade to the highly coveted Founder Member status here :-) This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit paulypilot.substack.com/subscribe

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Another video - YTD performance, and a reader asks are fund manager shares cheap?

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