Managers' blog
Important information - The value of this fund can fall as well as rise so you could get back less than you invest. This information isn’t personal advice. If you're not sure whether an investment is suitable for your circumstances please contact us for personal advice. The HL Select Global Growth Shares fund is managed by our sister company HL Fund Managers Ltd.
Important portfolio changes, regular manager insight and monthly roundups

HL Select Global Growth Q4 2020 Review
Pfizer’s announcement in November that their vaccine was highly effective was the most important development over the last quarter. Read more
Managers' thoughts

HL SELECT UK INCOME SHARES
HL SELECT GLOBAL GROWTH SHARES
HL Select - 4th Anniversary
The HL Select UK Growth Shares fund reached its 4th birthday in early December 2020. Read more
Managers' thoughts

New Holding – TriNet
TriNet helps small and medium sized businesses across the United States with various HR related functions. Read more
Fund changes

Update and New Holdings - Teleflex and Haemonetics
A combination of high valuations and an expectation of positive vaccine news has resulted in some changes in the portfolio over the last month. Read more
Fund changes

HL Select Global Growth shares Q3 2020 review
Across the globe coronavirus and respective policy responses continue to be the main factor impacting equity markets. Read more
Managers' thoughts

New Holding – Phreesia
Phreesia are a beneficiary of some of the strongest secular trends in US healthcare, we believe this should support high industry growth rates for the foreseeable future. Read more
Fund changes

HL Select Global Growth shares Q2 2020 review
Unsurprisingly, during the second quarter the impact of coronavirus continued to be the most significant factor influencing equity markets. Read more
Managers' thoughts

New Holding - Zebra Technologies
Zebra provides a wide range of products that help retailers, logistics and healthcare providers identify and track their inventory. Read more
Fund changes

New Holdings - Vulcan and Texas Pacific Land Trust
We’ve added a couple of businesses to the fund, using the fall in recent prices as an opportunity to own high quality businesses with unchanged long term growth opportunities. Read more
Fund changes

HL SELECT UK INCOME SHARES
HL SELECT GLOBAL GROWTH SHARES
What Does Quality Look Like?
Investing in the stock market is a fundamentally risky business. Wars, pandemics, recessions and straightforward corporate mistakes can all damage or destroy an investment’s value. Even the best-managed businesses can face challenges that hold them back. Read more
Managers' thoughts

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Important information - These articles are not advice or a recommendation to buy, sell or hold any investment. No view is given on the present or future value or price of any investment, and investors should form their own view on any proposed investment. These articles have not been prepared in accordance with legal requirements designed to promote the independence of investment research and is considered a marketing communication. Non-independent research is not subject to FCA rules prohibiting dealing ahead of research, however HL has put controls in place (including dealing restrictions, physical and information barriers) to manage potential conflicts of interest presented by such dealing. Please see our full non-independent research for more information.