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Neil Woodford, perhaps the country’s most famous investor, has already declared, following work commissioned by Capital Economics, that he is broadly agnostic to the result. The pros and cons on either side cancel out, he said. Here we ask other leading investors about the impact on markets – and how they’re investing to take full advantage.
Richard Pease is manager of the £1.1bn Crux European Special Situations fund. He has 30 years’ experience investing in European companies, having formerly worked at New Star and Jupiter Asset Management. It’s not that I want or invite disaster, but uncertainty tends to favour proven businesses that can handle crises and our approach has always been to look for companies that do not just survive during times of market turmoil, but typically thrive. If you look at the headlines you can seen why people are nervous about Brexit, but that shouldn’t translate into a refusal to buy. |
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