In this podcast, Scott McKenzie, fund manager at Saracen Fund Managers provides an overview of the philosophy and process behind the TB Saracen UK Equity Alpha Fund and outlines his views on the state of the U.K. equities market.
Scott introduces boutique firm Saracen, reveals the current positioning of his fund and outlines some stock examples in the portfolio. He also considers some of the opportunities and challenges investors face in the U.K. market today how British companies are dealing with some of these challenges.
Scott is chatting with Jake Moeller, Head of Lipper UK and Ireland Research, on October 18, 2018.
About Scott McKenzie
Scott joined Saracen in August 2014 and has 25 years experience managing UK equity funds.
Scott launched Saracen UK Income in April 2015. In June 2017 he also became lead manager of Saracen UK Alpha.
Scott started out as an analyst with Britannic Asset Management in Glasgow in 1990. He joined Norwich Union in London in October 1999 and returned to Scotland with Martin Currie in 2005.
He describes himself as an value-focused investor with an emphasis on growing dividends.
During his career he has received various fund ratings from independent fund researchers and his interests outside of work include music and soccer.
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Disclaimer: This material is provided for as market commentary and for educational purposes only and does not constitute investment research or advice. Thomson Reuters cannot be held responsible for any direct or incidental loss resulting from applying any of the information provided in this publication or from any other source mentioned. Please consult with a qualified professional for financial advice. The author does not own shares in this investment.