Four managers discuss the best opportunities in the US market, their areas to avoid and how to play the disruptors theme.
Andrew Acheson, co-manager, Pioneer SICAV - US Fundamental Growth fund What is your investment approach? The current market environment has highlighted the need to manage volatility while continuing to invest for the long term. Our 'growth at the right price' investment process focuses on sustainable, wide-moat, growth companies selling at a discount to intrinsic value. We find this pursuit of under-priced stocks has as much validity in growth investing as it does in value investing. That is why we are careful to select stocks with strong free cashflow growth that has not yet been...
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