After outperforming the wider market by around 5% in Q1, our Best Ideas took a beating in Q2. Sepura was an example of a poor individual stock call, but the short term EU referendum effect has taken a very big toll on our portfolio. We look for a much better H2 as the initial Brexit turmoil subsides. In this note we update our thoughts on our original 15 Best Ideas in January, removing one stock and adding three. We keep faith with the majority of our Best Ideas as we feel that most of our under ....
