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Patrick Collinson
Radical take on a developing story
Far from espousing consensus positions, Somerset’s Edward Lam takes a contrarian approach in an emerging markets fund that focuses equally on finding dividends and preserving capital.
Big expectations from small parcels
Mike Prentis holds an unusually large portfolio of stocks in BlackRock UK Smaller Companies, many of them micro-caps, an area where he targets firms with quality and growth prospects.
Watch business cycles for income
Matt Hudson, manager of Cazenove’s UK Equity Income fund, has pushed the fund to the top of the tables by focusing on how stocks behave during slowdown, recovery and expansion.
Slow burn for benefits from China
China faces problems as it undergoes a massive reorientation from export-led to consumer-led economy. As wages soar for a billion workers, there must surely soon be returns for investors.
Norris mines Europe’s energy stocks
Investors should not be put off Europe, which offers more than eurozone funds, says Ignis Argonaut European Alpha manager Barry Norris, who likes the Norwegian exploration sector
Maverick’s macro approach pays off
Jupiter Strategic Bond romped ahead over the past three years, rising by 75% compared with the 46% sector average - which can be partly attributed to avoiding mainstream holdings.
Ecclesiastical embraces the sinners
Andrew Jackson confesses that the exceptional performance of his Ecclesiastical UK Equity Growth fund is due in no small part to investing in “some of the things that are bad in life”.
Ethical fingers in every possible pie
Far from being narrowly focused, the thriving Standard Life UK Ethical trust has an investable universe of half the FTSE 100 and FTSE 250 and holds stocks in all the major sectors.
What to buy? Just ask the brokers
Sandy Rattray, the manager of Man Europe GLG Plus, has evolved an investment system that relies on a blizzard of ’buy’ recommendations from sales people – not analysts. And it works.
US’s high-tech engine revs up again
The financial crisis hit Silicon Valley hard, but American venture capital and California’s academic talent are combining to ensure the bay area remains the world’s technology hub.
Climbing back up the property ladder
Property has been one of the worst places to be in the investment world for the past five years, but Guy Morrell, the manager of HSBC Open Global Property fund, says the sector is improving.
Punchy advocate for European class
Europe, despite weaknesses in its economy, is full of world-class companies, says Mark Page, the manager of Artemis European Opportunities, who is not afraid to select against sentiment.
Why 2012 could be a vintage year
If Neptune’s Mark Martin has read the psychology correctly, investors are responding to a need to be back in the stockmarket. In his view, this could be one of the ’good’ years to invest.
American apple pie (without Apple)
America may prove a rich seam for income investors when its technology giants start to pay reasonable dividends. Meanwhile, JP Morgan’s Clare Hart looks to the country’s regional banks.
Safe pair of hands for Mrs Miggins
Fidelity Global Dividend manager Dan Roberts has built a reputation for outperforming poor markets. Britain remains “the flag bearer for progressive distribution policies”, he insists.
Small place with barrels of promise
The Qatar Investment fund is unable to invest in oil and gas, but the Gulf emirate’s banks and infrastructure sectors hold promise as they are set to benefit from the country’s natural resources.
Shun the losers and hold for the win
Sticking to the tried and tested and shedding riskier stocks has paid off for the Trojan Income fund in a lean period for equities - and better times are coming, says the manager.
News still good for UK gilt trippers
After a surprising year for British gilt funds the manager of a leading portfolio is astonished at how Britain has “moved into the safe haven camp”. And it is not yet time to sell, he suggests.
Brandy with a soupçon of euro-spice
From his viewpoint across the ocean, Legg Mason’s Jack McIntyre sees the euro surviving its crisis - he even holds Italian bonds. But he is quick to add that his fund is underweight Europe.
Advisers rule? Not OK for Mr Smith
When Terry Smith launched his direct-to-retail, web-only fund a year ago, the industry scoffed. But Fundsmith Equity has outperformed - and showed that small investors will still buy direct.
