On October 1, 2024, at the Quality-Growth Investor Conference in Westminster, Nick Train, the co-founder and Chairman of Lindsell Train Limited, shared valuable insights on the future of UK equities. With over 40 years of experience in managing portfolios, Train’s presentation focused on the potential of large growth compounders to revive the UK's underperforming stock market.
UK Equities: Underperformance and Future Potential
Nick Train acknowledged that UK equities have lagged behind other major markets since 2000. He attributed this underperformance largely to structural issues within the market, including the dominance of underperforming telecom companies and a shrinking share of tech companies listed in the UK. Key examples he cited were:
- ARM: While ARM is growing rapidly, its decision to list...
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