(GB0030229487) Allocation and Appraisal
Feb 21, 9:16 AM EST |
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| Using an absolute valuation-based approach to fund management, the Royal London
European Growth Trust seeks to achieve capital growth by investing mainly in quoted
European equities. The fund manager Kevin Lilley bases his portfolio construction on the macro background in the marketplace because he believes that stocks’ profitability is dependent on what happens within the economic cycle. |
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(GB0031560740) Opportunity from Change
Oct 12, 1:05 PM EDT |
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| Incorporating thematic and top down views, Tom Walker, manager of Martin Currie North
America Fund, constructs a relatively concentrated portfolio of 40 stocks, which represent the research team’s highest conviction ideas. Stock selection aims to identify high quality companies going through a long-term positive change. |
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(GB0031559635) Exploiting Market Inefficiencies
Oct 04, 12:34 PM EDT |
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| In the fast-changing world of investment, the manager of Martin Currie Asia Pacific fund believes that there are many unexploited opportunities. Using Martin Currie’s Dynamic Stock Matrix, Jason McCay assesses the imminent postive change in a company before he takes a position. The portfolio of 40 to 50 stocks is picked carefully against the four main criteria: quality, value, growth and change. |
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Multi Manager, Multi Markets
Aug 27, 10:44 AM EDT |
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| Managed with capital preservation in mind, the HSBC Open Global Distribution Fund aims
to provide a high level of income by investing in the widest possible range of asset classes across global markets. The fund manager Nick Pothier is prepared to head well off the beaten track to uncover talented sub-managers with alternative investment philosophies and to combine those in ways which maximize diversification and reduce risk. |
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On Top Down Under
Jul 30, 9:05 AM EDT |
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| Representing a story of supply and demand, the commodities market is highly cyclical. This time, however, we might be witnessing a major structural change in their pricing due to the huge demand from emerging economies and the ongoing supply problems, according to Elliott Rowton, the manager of the Australian Natural Resources Fund. Based in Perth, the resources heart of Australia, the fund offers exposure to natural resource focused companies. |
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Behind The Great Wall of China
Jul 13, 10:48 AM EDT |
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| From a top down perspective, the Fund combines proprietary macroeconomic research with thorough global sector analysis to identify key investment themes. Within these sectors, Shelley Kuhn looks for companies with good fundamentals which are undervalued by the market and believes that picking the right stocks and actively managing the portfolio is the key to generating excess returns. |
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Absolute Returns Driven
Jul 06, 12:16 PM EDT |
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| Primarily managing money for wealthy families, Sand Aire utilizes the same philosophy to manage a fund that’s accessible for many investors. With the idea that a family should double its money over a generation, the fund aims to generate a stable return with low risk. Relying on an open-architecture structure and a bias towards absolute return, the fund aims to create the right mix of assets and managers to achieve that goal.
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Long-Term Horizons
Jan 18, 10:32 AM EST |
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| Clive Ward, the manager of Wesleyan Growth Trust, manages money with a very longterm
view in mind. A key part of the Trust’s strategy is not chasing the latest hot stocks. On the contrary, the trust directs new money to areas of the markets that are temporarily out of favour. Mostly invested in UK large-cap blue chips, and with more than 100 holdings in its portfolio, Wesleyan targets long-term growth with lower risk. |
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Choosing the Right Funds
Jan 03, 11:12 AM EST |
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| Peter Walls, the manager of the fund of funds Unicorn Mastertrust, blends a long-term
value approach to investment with a touch of opportunism when appropriate. The final
goal – to provide financial advisors and private retail investors with managed service, diversification across a range of fund managers, and a bit of extra return. |
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Fund Selection with a Macro View
Dec 19, 10:35 AM EST |
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| A former advisory company, Margetts now manages four funds of funds. With a risk profile slightly below the average, the Select Strategy product encompasses funds with different investment styles and geographic areas, ranging from income to emerging markets funds. The portfolio is built with a top-down view on the economy, with the idea for consistent outperformance, and with the belief that equities are the best place to be in the long run. |
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