Sean O’Flanagan and Josh Northrop, Whitman AIM IHT Portfolio

One of the cofounders of Whitman Asset Management, Joshua Northrop, is joined by recent recruit Sean O’Flanagan to explain their approach to the Whitman AIM IHT Portfolio

In this interview:

  • Introduction to Whitman Asset Management
  • What does the AIM IHT Portfolio aim to do for investors?
  • What types of companies does it invest in?
  • Companies and sectors Whitman avoids
  • Why they hold Gamma and Lok’N Store
  • When and why to sell a stock 
  • How has AIM volatility affected the portfolio?
  • How risky is investing in AIM?

Please note: the opinions expressed in this video are the interviewee’s own and do not necessarily reflect the view of Wealth Club Limited. This interview, like our service, is not advice nor a personal recommendation. The products featured are not suitable for everyone and capital is at risk. Tax benefits depend on circumstances and tax rules can change. Remember, past performance is not a guide to the future. Dividends are variable and not guaranteed. If you’re unsure an investment is right for you, please seek professional advice.

Whitman AIM IHT Portfolio

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