Welcome to the fourth edition of the Downing Fox ‘fireside chats’. At the heart of the Downing Fox investment approach lies the concept of the ‘hive mind’ – a belief in the power of collaborative thinking. We place our trust in a group of skilled and driven active fund managers, whose shared insights and decisions are central to achieving strong investment outcomes.

In this video, Simon Evan-Cook sits down with Fund Manager, Todd Raker of Iridian Asset Management, to discuss his fund – the Iridian US Corporate Change Equity Fund. Todd explains his intrinsic value approach, why he hunts for the catalyst that unlocks hidden value rather than simply buying what looks cheap, and why he believes the opportunity set in US mid and small caps is as attractive as it has been in over thirty years.

Todd Raker and Simon Evan-Cook discuss the Iridian US Corporate Change Equity Fund

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Important notice

Past performance is not a reliable indicator of future performance.

This video is intended for financial advisers and has been approved and issued as a financial promotion by Downing. Any personal opinions expressed are subject to change and should not be interpreted as advice or a recommendation. Capital is at risk and investors should note that their investments and the income derived from them can fall as well as rise and investors may not get back the full amount invested. Downing is a trading name of Downing LLP. Downing LLP is authorised and regulated by the Financial Conduct Authority (Firm Reference No. 545025). Registered in England and Wales (No. OC341575). Registered Office: 10 Lower Thames Street London EC3R 6AF.