EPISODE · Feb 27, 2026 · 29 MIN
Fundsmith. My review of the 2026 ASM fresh from the event
from The Desert Island Investor · host Mark Atkinson and Paul Kerin
Fundsmith, under the guidance of portfolio manager Terry Smith, invest in equities on a global basis. Mark has been invested in Fundsmith for many years and regularly attends their annual shareholder meetings. In this episode he reports back from the 2026 event in London.Links:Fundsmith: https://www.fundsmith.co.ukThe Desert Island Investor is generously hosted by London City based analysts Progressive Equity Research at https://www.progressive-research.com. You'll also find us on YouTube, Spotify, Amazon Music and all leading podcasting channels.Created by Mark Atkinson | Produced by Paul Kerin | SFX from Freesound (CC-BY): Waves: juskiddink.Music from #Uppbeat (free for Creators!):https://uppbeat.io/t/yeti-music/peaceful-morningLicense code: L0TLWWJDT28JVSTXDisclaimer: The content of this podcast is provided for general information only and the opinions expressed by Mark, his guests and the producers of the podcast do not constitute financial advice. Before purchasing financial products it is advisable to seek the guidance of a professional financial advisor.
What this episode covers
Fundsmith, under the guidance of portfolio manager Terry Smith, invest in equities on a global basis. Mark has been invested in Fundsmith for many years and regularly attends their annual shareholder meetings. In this episode he reports back from the 2026 event in London.Links:Fundsmith: https://www.fundsmith.co.ukThe Desert Island Investor is generously hosted by London City based analysts Progressive Equity Research at https://www.progressive-research.com. You'll also find us on YouTube, Spotify, Amazon Music and all leading podcasting channels.Created by Mark Atkinson | Produced by Paul Kerin | SFX from Freesound (CC-BY): Waves: juskiddink.Music from #Uppbeat (free for Creators!):https://uppbeat.io/t/yeti-music/peaceful-morningLicense code: L0TLWWJDT28JVSTXDisclaimer: The content of this podcast is provided for general information only and the opinions expressed by Mark, his guests and the producers of the podcast do not constitute financial advice. Before purchasing financial products it is advisable to seek the guidance of a professional financial advisor.
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Fundsmith. My review of the 2026 ASM fresh from the event
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