190. Value tilts, inflation proofing and the private equity opportunity

<p><a href='https://www.fundcalibre.com/elite-funds/tb-wise-multi-asset-growth'>TB Wise Multi-Asset Growth</a> fund manager Vincent Ropers talks us through the recent tilt towards value strategies in his portfolio amid hopes of a continued cyclical recovery. He also runs through his exposure to mining &amp; natural resources, as well as infrastructure, and how these asset classes can help offer inflation-linked returns in these uncertain times. Vincent also discusses the attractive discounts available when accessing private equity companies in the investment trust market; and the importance of having a flexible mandate.<br/><br/><b>What&apos;s covered in this episode: </b></p><ul><li>The importance of flexibility to the fund</li><li>The use of investment trusts and the adoption of alternatives</li><li>Tilting the fund towards value strategies to take advantage of the ongoing cyclical recovery</li><li>Why mining and resources were attractive as an asset class prior to the threat of inflation</li><li>Tapping into infrastructure and floating rate notes to offer inflation-linked returns</li><li>How value strategies offer a significant margin of safety as an investment</li><li>The benefits of accessing private equity through an investment trust</li></ul><p><b><br/>More about the fund: <br/></b>The <a href='https://www.fundcalibre.com/elite-funds/tb-wise-multi-asset-growth'>TB Wise Multi-Asset Growth</a> fund has an unconstrained approach which allows the team to invest in around 30-60 underlying funds and investment trusts, with a preference for out-of-favour areas. This approach has allowed them to tap into the likes of infrastructure and private equity to produce strong, long-term returns for investors. Although the team adopt a very slight value bias, the fund is not exclusively value in nature.<br/><br/>Learn more on <a href='https://www.fundcalibre.com/'>fundcalibre.com</a><br/><br/><em>Please remember, we’ve been discussing individual companies to bring investing to life for you. It’s not a recommendation to buy