Responsible Value
Nov 10, 7:32 AM EST |
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| The combination of financial and social responsibility analysis provides unique benefits, according to the manager of CIS Sustainable Leaders Trust. The integration of social, environmental and ethical issues allows a more rounded appreciation of the risks and opportunities within potential investments. |
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Contrarian and Selective
Nov 09, 8:09 AM EST |
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| Sectors and stocks can go in and out of favor, and the market discards companies with
longer-term potential more often than one would think. Bradley Mitchell, portfolio manager at The Royal London UK Growth Fund, has a core view about an industry and a stock and takes a different view from what the market is doing short term. The Fund takes a pragmatic approach to investing in industries which have attractive returns and are growing revenue and earnings.
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Large Caps, Income and Capital Growth
Nov 03, 10:06 AM EST |
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| The companies with rising cash flows are more likely to raise dividends. Neil Cumming at PSigma Investments is looking to invest in large-cap companies for the safety of the principal but also in companies with rising cash flows and a history of growing dividends. With 70 holdings in some of the largest UK-listed companies, the Fund balances the rising income from the dividend and the growing corporate earnings. |
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Thematic Investor
Oct 19, 10:08 AM EDT |
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| Thematic investing requires understanding of the themes that impact the markets and industries. Identifying these themes and leveraging this to a profitable investment is the hallmark of the Taylor & Young Equity and Income Fund. The search for themes takes the Fund manager from investing in luxury goods and utilities to benefiting from the boom in China. Making sure the management does what they say is how Nick Rundle avoids surprises. |
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Global and Long Term
Sep 29, 11:56 AM EDT |
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| A broadly diversified global fund, NFU Mutual Global Growth still stays away from regions that it considers risky or beyond its expertise. Focusing on the developed world markets, the manager Matthew Bennett looks for the sector leaders and often utilizes investment themes. With a very
long-term horizon, the fund is able to ignore short-term noise and to carefully select the right time for buying. |
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Stripping It Down to Stock Selection
Sep 19, 11:02 AM EDT |
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| Simple short term performance is relatively unimportant, according to Lee Gardhouse, the manager of the HL Multi Manager Special Situations Fund, as performance is influenced
by the style or geographical bias of the manager. That’s why, when selecting the underlying funds, his goal is to strip all the external effects on performance until he reaches the core - the pure stock selection ability of the managers. |
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