Chris St John has managed the AXA Framlington UK Mid Cap fund since launch in 2011. In this podcast he talks to us about cross-border frictions post-Brexit and why the hotel choice of a CEO can be telling. He also touches on trends accelerated and started by the pandemic, M&A activity and why he thinks Dunelm and Pets at Home are good long term investments.

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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.