350. Quant meets instinct: inside the Nutshell Growth fund

FundCalibre - Investing on the go

Mark Ellis, manager of the Nutshell Growth fund, shares his fascinating journey to becoming a fund manager with a unique quantitative process at the heart of this fund. The fund blends quality growth, and momentum factors, constantly evolving with twice-monthly reviews to ensure the portfolio holds the world’s best opportunities. Mark explains why trading more frequently doesn’t necessarily lead to higher costs and how his background as a trader gives the fund a crucial edge in capturing alpha. A must-listen for any growth investor.

What’s covered in this episode:

• The manager’s professional background
• Momentum in the FTSE 350
• The fund’s unique quant process
• Why the manager starts with a blank slate twice a month
• Why trading leading to high costs is a misconception
• When this fund will underperform
• Current trends in the market
• Why they’ve added Novo Nordisk and Nvidia
• Searching for those hidden gems in mid and small-caps
• Are US markets overvalued?

More about the fund: This is an innovative and original fund. Nutshell Growth is a high-conviction, concentrated, pragmatic fund investing in exceptional growth companies. What makes this fund different is the heavy quantitative input which guides the manager. It is firmly on our radar as an exciting future prospect.

Learn more on fundcalibre.com
Please remember, we’ve been discussing individual companies to bring investing to life for you. It’s not a recommendation to buy or sell. The fund may or may not still hold these companies at the time of listening. Elite Ratings are based on FundCalibre’s research methodology and are the opinion of FundCalibre’s research team only.