Celebrating 5 years for the CT Global Focus Fund
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Celebrating 5 years for the CT Global Focus Fund

David Dudding, Senior Portfolio Manager of the CT Global Focus Fund, reflects on how he has navigated a landscape that stretches from Covid-19 lockdowns to war in Ukraine; the growing prominence of ESG in investing; and the emergence of AI as a significant catalyst for change. He also talks rate hikes and double-digit inflation, and how through all this the team’s process for evaluating what makes a good investment endures and provides an important anchor amid the many challenges.

9 November 2023
David Dudding
David Dudding
Portfolio Manager, Global Equities
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Celebrating 5 years for the CT Global Focus Fund

Risk Disclaimer

IMPORTANT INFORMATION. FOR PROFESSIONAL INVESTORS ONLY (not to be used with or passed on to any third party).

 

Your capital is at risk.

 

Columbia Threadneedle Specialist Funds (UK) ICVC  (“CTSF”) is an open-ended investment company structured as an umbrella company, incorporated in England and Wales, authorised and regulated in the UK by the Financial Conduct Authority (FCA) as a UK UCITS scheme. This material should not be considered as an offer, solicitation, advice or an investment recommendation. This communication is valid at the date of publication and may be subject to change without notice. Information from external sources is considered reliable but there is no guarantee as to its accuracy or completeness. The CTSF’s current Prospectus, the Key Investor Information Document (KIID),latest annual or interim reports and the applicable terms & conditions. are available from Columbia Threadneedle Investments at PO Box 10033, Chelmsford, Essex CM99 2AL, your financial advisor and/or on our website www.columbiathreadneedle.com.Issued by Threadneedle Investment Services Limited. Registered in England and Wales, Registered No. 3701768, Cannon Place, 78 Cannon Street London EC4N 6AG, United Kingdom. Authorised and regulated in the UK by the Financial Conduct Authority.

 

Columbia Threadneedle Investments is the global brand name of the Columbia and Threadneedle group of companies.

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Risk Disclaimer

IMPORTANT INFORMATION. FOR PROFESSIONAL INVESTORS ONLY (not to be used with or passed on to any third party).

 

Your capital is at risk.

 

Columbia Threadneedle Specialist Funds (UK) ICVC  (“CTSF”) is an open-ended investment company structured as an umbrella company, incorporated in England and Wales, authorised and regulated in the UK by the Financial Conduct Authority (FCA) as a UK UCITS scheme. This material should not be considered as an offer, solicitation, advice or an investment recommendation. This communication is valid at the date of publication and may be subject to change without notice. Information from external sources is considered reliable but there is no guarantee as to its accuracy or completeness. The CTSF’s current Prospectus, the Key Investor Information Document (KIID),latest annual or interim reports and the applicable terms & conditions. are available from Columbia Threadneedle Investments at PO Box 10033, Chelmsford, Essex CM99 2AL, your financial advisor and/or on our website www.columbiathreadneedle.com.Issued by Threadneedle Investment Services Limited. Registered in England and Wales, Registered No. 3701768, Cannon Place, 78 Cannon Street London EC4N 6AG, United Kingdom. Authorised and regulated in the UK by the Financial Conduct Authority.

 

Columbia Threadneedle Investments is the global brand name of the Columbia and Threadneedle group of companies.

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