Maneesh Bajaj, manager of the Brown Advisory US Flexible Equity fund, gives his on the ground perspective of how the US economy is recovering from the pandemic and how companies may do in 2022. He talks about long-term holdings Visa and MasterCard and outlines the investment case for Pinterest. Maneesh also tells us how Netflix’s ‘Seaspiracy’ prompted engagement with a frozen fish supplier.

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Please remember, we’ve been discussing individual companies to bring investing to life for you. It’s not a recommendation to buy or sell. The fund may or may not still hold these companies at the time of listening. Elite Ratings are based on FundCalibre’s research methodology and are the opinion of FundCalibre’s research team only.