Carolyn Bell, Kames Capital’s Investment Manager of North American Equities, gives us her insight in to US retailer Burlington. She explains why in a time when the retail sector is struggling, this off-price retailer has bucked the downward trend and taken share from the overall sector… and why this could be something we see in the UK markets too.
Opinions and views from the Equities team at Kames Capital are not an investment recommendation, research or advice and should not be considered as such. Content discussing investment strategies and stocks is derived from and solely relates to the investment management activities of Kames Capital.
About the author
Carolyn Bell is an investment manager in the International Equities team, with responsibility for co-managing several funds. She also contributes to the idea generation process for our global equity portfolios. Carolyn joined us in 2014 after 5 years at Baillie Gifford where she worked on the North American equities desk as a generalist with additional sector coverage responsibility for technology and energy. She studied English at the University of Cambridge and has a Masters degree in Early Modern Studies from the University of Aberdeen. She has 10 years’ industry experience*.
*As at 30 November 2018.