Tellworth British Recovery & Growth Trust John Warren talks Proactive London's Katie Pilbeam through their portfolio.
Warren explains that their 'targeted portfolio' is between 35 and 45 stocks across three key pillars to 'make investors a lot of money over the next 3-5 years. He explains their strategy to target British global leaders, for example 'Fever Tree Drinks' and software business 'Aviva'.
Warren goes on to explain how they also look for 'recovery' businesses that have gone through a tough time with the impact of Covid-19 and the UK recession who he feels confident can sustain this volatile period such as JD Wetherspoon.