Christopher Pease and Josh Northrop, Whitman AIM IHT Portfolio

“We are first and foremost choosing a portfolio of high-quality UK smaller cap growth stocks. It just so happens that this portfolio qualifies for these great tax breaks on inheritance tax” – explains Christopher Pease, one of the cofounders of Whitman Asset Management. He and fellow cofounder Joshua Northrop 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 Tracsis 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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