Brown Advisory launches World Value Ucits fund
To be sub-advised by Toronto-based investment manager Beutel Goodman
To be sub-advised by Toronto-based investment manager Beutel Goodman
Value funds are within the top 10% of all IA portfolios on alpha, volatility and performance, overtaking the previous growth winners
Fund manager Dermot Murphy and investment director Claudia Ripley have announced their exit from the asset manager
Value stocks have only underperformed over six-month periods a handful of times since the 1920s
We ran some questions past Ian Lance, co-fund manager of Temple Bar Investment Trust
Minimum volatility and quality assets best to protect against UK’s lacklustre economic environment
Concentrated portfolio with a mid-cap focus
While the market can famously remain irrational longer than investors can remain solvent, analysis suggests this growth rally is thinly supported
Rotation away from growth raises questions about how sustainable strategies will perform
The JOHCM UK Equity Income managers discuss collaboration, careful stockpicking and intentionally high hurdles
JP Morgan’s Fiona Harris says it is fertile ground, even if growth stocks are the ones grabbing the headlines
But Redwheel managed trust sees NAV fall 4% amid unpredictable markets in H1