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Nick Train, fund manager of Finsbury Growth & Income, discusses his investment strategy, focusing on digitalization and artificial intelligence. He prefers a concentrated approach and values data analytics in data-intensive companies. Train shares insights on key holdings like RELX, LSEG, and Rightmove, and discusses the consumer element of the portfolio. He sees value in Diageo and Burberry, and is excited about future opportunities in digitalization and AI.

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