Nick Clay: Why 'boring' Samsung and Cisco excite me
Jan 19, 2022•31 min0
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Episode description
Our first episode back for 2022 is with Nick Clay, manager of the RWC Global Equity Income fund.
Nick spoke about why he invests in so-called ‘boring tech’, and how some of these firms are trading like value stocks.
He also commented on Samsung’s poor performance, why 5G firm Qualcomm is moving away from its reliance on Apple, and why he reduced his position in luxury goods brand Richemont.
Nick spoke about why he invests in so-called ‘boring tech’, and how some of these firms are trading like value stocks.
He also commented on Samsung’s poor performance, why 5G firm Qualcomm is moving away from its reliance on Apple, and why he reduced his position in luxury goods brand Richemont.
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