Three top stocks set to thrive after the turmoil

Professional investor Ed Wielechowski of the Odyssean Investment Trust picks three companies that should benefit from the current market situation.

“May you live in interesting times.” This apocryphal Chinese curse springs to mind when looking at today’s equity markets. The initial wave of the Covid-19 virus may have peaked in Europe and the US, but the longer-term trajectory of the disease and its economic impact remain highly uncertain. Throw in geopolitical tension between China and the US and a Brexit deal still to be agreed, and “interesting” seems an understatement.

Investing against such a backdrop can be a challenge, but it also offers opportunities. At Odyssean we aim to exploit these by retaining a focus on our core philosophy – backing high-quality businesses where engagement can improve returns – and identifying companies that benefit from the current market situation.

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Ed Wielechowski
Portfolio Manager

Ed joined Odyssean in December 2017 as a fund manager. Prior to joining Odyssean, Ed was a principal in the technology team at HgCapital. He joined HgCapital in 2006 and worked on numerous completed deals, including multiple bolt-on transactions made by portfolio companies. He has additional quoted market experience having led all aspects of the successful IPO of Manx Telecom plc in 2014 as well as having evaluated and executed public to private transactions.

Ed started his career as an analyst in the UK mergers and acquisitions department of JPMorganCazenove in 2004.