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6:23
📈 If you want to understand where markets are heading, this is the kind of gathering you need to be in the room for! I was invited to attend the Fundsmith Annual Shareholders' Meeting at Central Hall Westminster. It was hosted by Sky News business presenter Ian King. Fundsmith's Chief Executive, the acclaimed investing guru Terry Smith was, as ever, direct, unapologetic and absolutely worth listening to. He covered the issues that every serious investor should be focusing on right now: the grow
237 views
2 months ago
TikTok
azamnad
0:06
Here’s Terry Smith’s 2025-2026 Portfolio: Terry Smith’s Fundsmith Equity Fund, known for its disciplined approach, faced a challenging 2025, delivering a modest 0.8% return compared to the MSCI World Index’s 12.8%. The fund’s underperformance is attributed to three key factors: the dominance of the “Magnificent Seven” tech stocks, which now make up 39% of the S&P 500 and contributed 50% of its returns; the rise of passive index funds, which now hold over 50% of US equity fund assets; and a weake
960 views
3 months ago
TikTok
stockregion
Fundsmith 2026 AGM
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1 month ago
substack.com
0:31
Fundsmith LLP UK on Instagram: "Terry Smith shares his perspective on shifting consumer habits and what’s driving the change in this interview on the Behind the Balance Sheet Podcast, hosted by Stephen Clapham. This interview was published under Behind the Balance Sheet Podcast editorial control. Mentions of individual companies are not investment advice. Capital at risk. #TerrySmith #Alcohol #Fundsmith #Interview #Podcast"
443 views
3 months ago
Instagram
fundsmithllp
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