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Killik & Co – Investor Insights Podcast – Julian Robins, Head of Research at Fundsmith

Terry Smith has been managing the international equity fund Fundsmith Equity since 2010. With an average return of 15.1% per year since its creation, he has not stolen his title of "European Warren Buffett". As a general rule, the fund beats passive investors who have opted for an index fund by four percentage points each year. And every year until 2021, Smith also significantly outperformed the market.

Fundsmith manager Terry Smith explains how the end of cheap money might affect the fund's performance and what he plans to do with the portfolio.

Fundsmith manager Terry Smith gives an insight into where the best opportunities for his portfolio might be found in the future.

They are defensive, they generate stacks of cash, they are highly consolidated and much better run than they used to be. So why do investors not want to own UK supermarkets, which have underperformed the wider market for more than a decade?

Leading international fund manager and kickboxing enthusiast Terry Smith has announced that he is sponsoring a number of local junior kickboxing athletes from the Beau-Bassin/Rose Hill Kickboxing Club to allow them to compete in international competitions.

Terry Smith speaks with David Thorpe of FT Adviser, discussing his career, how he started managing money and setting up Fundsmith.

The Fundsmith Equity manager says that as a long-term investor, he is in effect sub-contracting to the CEOs of the companies he invests in.

A decade since launching a new equity fund, investing legend Terry Smith has amassed £23 billion assets under management and returned 440% to investors over that timeframe. Smith provides Insider with exclusive insight into his 4-step strategy for success.

Terry Smith, Fundsmith's chief executive and chief investment officer, fields the IC's questions about his portfolio and some of the biggest investment trends of today. He shares his views on China, the limits of ESG investment and some of the flagship fund's biggest holdings.

Fund manager Terry Smith explains how he outperforms the markets with his stock selection method.

"Celui qui investit dans de bonnes entreprises n'a pas de souci à se faire, même lors d'une crise telle que celle-ci." C'est ce qu'affirme le gestionnaire de fonds britannique Terry Smith, à qui ses performances boursières ont valu le surnom de Warren Buffett européen.

‘De forse beursverliezen door de coronacrisis zeggen meer over de tijdelijke massahysterie van de maatschappij dan over beleggen. Wie belegt in goede bedrijven moet zich geen zorgen maken, ook niet in crisistijden als deze.' Dat zegt de Britse fondsbeheerder Terry Smith, die door zijn beursprestaties de Europese Warren Buffett wordt genoemd.

Technically speaking, Terry Smith is not a hedge fund manager. The UK based fund manager, founded and manages the Fundsmith Fund, which today manages more than $20 billion of assets for clients, which mostly include small UK-based investors.

On 24th March, The Sunday Times wrote an article suggesting that we were in breach of the FCA rules by failing to publish our full portfolio online. Today they have published a prominent apology, confirming there is no FCA or other obligation to do so and that we disclose our full portfolio of investments upon request. As we informed them ahead of publication of the original article, The Sunday Times has confirmed that we are not in breach. “We apologise to Mr Smith for this error.”

Last month, star manager Terry Smith announced he was throwing £25m of his own money behind a new investment trust, Smithson. Ahead of its launch, Money Marketing editor Justin Cash sat down with Simon Barnard and Will Morgan, the fund’s managers, to talk strategy, as well as their thoughts on some of the hottest topics in investments.

City star Terry Smith has revealed plans for a new investment trust focused on global small and mid-sized companies. Smith's self-titled firm Fundsmith will roll out the Smithson Investment Trust with the aim of finding and investing in 25 to 40 of the world's best small and medium-sized companies.

FT article on the launch of Smithson Investment Trust

Fundsmith has developed a considerable fan club of investors and it is not difficult to see why. The Fundsmith Equity fund topped the bestseller lists of both the Bestinvest and AJ Bell DIY investment platforms last year and has returned a whopping 266 per cent in a little over seven years since it was launched.

Terry Smith has emerged as Britain’s top investment performer once again after another year of stellar returns.