Smithson Investment Trust plc
|Rightmove PLC||5.43 %|
|Verisk Analytics Inc||4.81 %|
|Sabre Corp||4.80 %|
|Masimo Corp||4.78 %|
|Equifax Inc||4.77 %|
|Check Point Software Technologies Ltd||4.70 %|
|Ansys Inc||4.68 %|
|Domino's Pizza Group PLC||4.03 %|
|Fevertree Drinks PLC||3.88 %|
|Recordati SpA||3.83 %|
|United States||47.21 %|
|United Kingdom||24.09 %|
|Europe - ex Euro||13.32 %|
|Consumer Cyclical||7.51 %|
|Communication Services||5.55 %|
Will Morgan joined Fundsmith in July 2017. He previously spent 17 years at Goldman Sachs. He began his career there in 2000, initially in the asset management division, before moving to equity sales in 2002. In 2003 he joined the Global Investment Research division as an analyst covering the insurance sector, and became head of the team in 2008. In 2011 he moved to lead coverage of the Construction & Building Materials sector, becoming a Managing Director in 2013 and deputy head of the Industrials business unit. He became a sector specialist for Autos and Industrials in 2015. He has a First Class degree in Economics & Politics from the University of Bristol and is a CFA charter holder.
Data provided by Morningstar.
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