Main menu
Edison Group
  • Home
  • Equities

    Equities

    View All Equities

    Equities by Sector

    Sareum Holdings

    MCap

    GBP35m

    Last close

    GBP0.34

    ▲ 10.25 (44.09%)

    Pharnext

    MCap

    1m

    Last close

    EUR0.10

    ▲ 0.03 (42.86%)

    VolitionRx

    MCap

    USD70m

    Last close

    USD0.85

    ▲ 0.25 (41.67%)

  • Sectors

    Sectors

  • Investment Strategy

    Investment Strategy

    View All

    Latest

  • Thematics

    Thematics

    View All Thematics

    Latest

  • Audiovisual

    Audiovisual

    View All Audiovisual

    Latest

Vantage: Paul Sedgwick of Frank Investments gives his insight into running a balanced portfolio

Vantage: Paul Sedgwick of Frank Investments gives his insight into running a balanced portfolio

New to Vantage, we meet Paul Sedgwick, an investment banking veteran who set up Frank Investments, a family office that has expanded. Paul runs a balanced portfolio and fared better than many others who run similar strategies when bond prices shifted in 2022. In part this was due to a stronger focus on equities, where Paul believes that, in the long run, the global economy grows, and he finds ways to capture this growth in his portfolio while managing risk through diversification of sectors and setting 5% limits on overall stock weightings in his portfolio. He tends to invest in the bigger stocks that are household names, and we touch on names like L’Oréal and Nvidia.

< Previous
Next >

You may also be interested in these:

Investment Companies

International Public Partnerships - executive interview

Investment Companies

Vantage: Seraphim Space’s Mark Boggett on a booming space economy and a maturing portfolio

Subscribe to Edison

Get access to the very latest content matched to your personal investment style.

Sign up for free