Tyndall's Wintle: Three US mid-caps that will be the Amazons of the next decade

Zoom undergoing 'hockey stick phase of growth'

Docusign, Teladoc and Zoom are among some of the US stocks that could experience similar levels of growth to Amazon over the next ten years, according to Tyndall’s Felix Wintle, who said this point in the market cycle is the best time to buy future market leaders.

Wintle, whose VT Tyndall North American fund has recently surpassed its three-year track record, said there have been a number of changes made across the portfolio during the throes of the pandemic, with a majority of its top ten holdings new entries over recent months. "The positions have changed quite a bit, but our tech weighting hasn't hugely," he said. "Technology has been a big overweight for most of that time, as has consumer discretionary and healthcare. "One of the advantages of having a smaller fund is you can go further down the cap spectrum because liquidity is less of a p...