Siddarth Chand Lall, manager of the Marlborough Multi Cap Income fund, talks to Investment Week about how his fund is taking ESG considerations into picking stocks and why many quality dividend-paying companies are looking distinctly undervalued.
After a challenging period for UK equity income, how are you positioned and where are you now seeing opportunities? While many growth stocks have already bounced back strongly, we believe a lot of the quality dividend-payers we hold continue to look distinctly undervalued in relative terms That's particularly true in the context of the positive trading updates so many have delivered. We don't expect the value we see in these companies to be overlooked indefinitely. However, we remain mindful that there may be bumps along the road leading to economic recovery. Unicorn's UK Income ...
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