Fundsmith. My review of the 2026 ASM fresh from the event

Fundsmith. My review of the 2026 ASM fresh from the event

From The Desert Island Investor by Mark Atkinson and Paul Kerin

February 27, 2026 · 29 min · Episode 44

About this episode

Mark Atkinson reviews the 2026 Fundsmith annual shareholder meeting and shares insights from the event.

Fundsmith, under the guidance of portfolio manager Terry Smith, invest in equities on a global basis. Mark has been invested in Fundsmith for many years and regularly attends their annual shareholder meetings. In this episode he reports back from the 2026 event in London. Links: Fundsmith: https://www.fundsmith.co.uk The Desert Island Investor is generously hosted by London City based analysts Progressive Equity Research at https://www.progressive-research.com . You'll also find us on YouTube, Spotify, Amazon Music and all leading podcasting channels. Created by Mark Atkinson | Produced by Paul Kerin | SFX from Freesound (CC-BY): Waves: juskiddink. Music from #Uppbeat (free for Creators!): https://uppbeat.io/t/yeti-music/peaceful-morning License code: L0TLWWJDT28JVSTX Disclaimer: The content of this podcast is provided for general information only and the opinions expressed by Mark, his guests and the producers of the podcast do not constitute financial advice. Before purchasing financial products it is advisable to seek the guidance of a professional financial advisor.

People in this episode

Hosts: Mark Atkinson, Paul Kerin

Topics covered

  • Fundsmith
  • annual shareholder meeting
  • investing
  • equities
  • portfolio management

Keywords

  • Fundsmith
  • Terry Smith
  • investing
  • shareholder meeting
  • equities

Sponsors

Progressive Equity Research

Mentioned in this episode

Organizations: Fundsmith

Places: London

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