Part one
While successful companies move with the times, the hallmarks of quality remain the same. In this video Blake outlines his criteria for making it into the portfolio.
Part two
Even quality companies go through difficult times. In this video Blake explains how exposure to change agents help to produce a resilient total return.
Part three
We live in interesting times. In this video Blake recounts how the fund was able to continue to deliver income despite Brexit, oil price volatility and interest rate normalisation.
