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Technology UK US


As we enter first quarter earnings season, our Ultimate Stocks look in good shape, although you wouldn’t think it from the decline in share prices seen over recent weeks. Ahead of its results next week, we also highlight here the appeal of a highly innovative business whose shares look compelling value current levels.

The sell-off in share prices over recent weeks, notably in so-called ‘growth’ stocks - shouldn’t all companies be growing in some form – has started to unearth plenty of buying opportunities.

Our Ultimate Stocks portfolio update below covers news from several of our high-quality portfolio companies and also highlights the appeal of a highly innovative business, whose shares look compelling value at current levels following recent falls. 

This excellent business ticks many of the boxes investors should…

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