News & Insight • Podcasts

16 March 2023 | Paul Dixey

Investing in the US

In the fifth episode of season 3, Paul is joined by Richard de Lisle, co-founder of De Lisle Partners and Lead Manager of the VT De Lisle America Fund. Richard has a wealth of experience to draw upon having been an investor in US markets for over 40 years. He explains: why the US market continues to capture his imagination; why being based in Poole is a competitive advantage; his view on the economy, inflation and big tech; why he focuses on smaller companies and finally, whether we are heading for a recession or not.