CF Lindsell train

Nick Train and Michael Lindsell have added the first new stock to their global or UK portfolios since 2012 after buying in to PepsiCo.

Lindsell Train co-founder Nick Train has said his runaway performance is not preventing him from maintaining an "exceptionally bullish" stance on global and UK equities.

Investment Quorum has unveiled a series of funds it is backing to navigate currency wars and unpredictable central bank action in 2015, said the group's CIO Peter Lowman.

Nick Train has a growing level of M&A activity in recent years has forced him to add non-benchmark holdings to his UK equity portfolios.

Lindsell Train’s unusual take on key man risk

'We will not be hiring any more big names'

Nick Train has been aggressively topping up his holding in Hargreaves Lansdown shares, arguing fears over margin pressures at the platform are unfounded.

Nick Train has outlined the main themes which affected the performance of his Lindsell Train investment trust over the last year, noting a 'flight to quality', technological change, and India all impacted the fund in different ways.

The industry's most concentrated funds have comfortably beaten their more conventional rivals over all time periods, new data has revealed.

Nick Train has warned investors in his Finsbury Growth & Income trust not to expect a repeat of 2013 returns this year, saying his "jaw-dropping" outperformance may be about to end.