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JP Morgan's Meadon: I'm comforted by M&A activity

Will Meadon, manager of the JP Morgan Claverhouse (JCH) Investment trust, talks about how the events of 2016 prompted him to shift the focus of his multi-cap portfolio.

Meadon, who was interviewed earlier this month, also highlights the impact mergers and acquisitions (M&A) activity has had on his strategy and expounds on why he is so taken with companies Fever-Tree (FEVR)and JD Sports (JD).

In the five years to January the trust's net asset value has risen by 94.84%, compared to the FTSE All-Share's 59.98%.

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