Gary Potter (L) and Rob Burdett
“Markets generally did well in October and our selections in the racier Asian and Emerging Markets from Veritas and Nevsky did well with top-quartile returns of over 9 per cent each. Overall, our portfolio remains cautious in its fund selections, but this need not hold returns back, with good returns from the conservatively positioned Cazenove European, Rensburg UK Managers’ Focus and Findlay Park American Smaller Companies funds. Bonds recovered too, and good peer group returns were seen from both Thames River High Income and Thames River Global Bond during October.”
AMOUNT (E) FUND
15,000 Blackrock Absolute Alpha – UCITS III Narrow Long-Short Equity
10,000 Invesco Sterling Bond – Flexible Sterling Fixed Income
10,000 Findlay Park US Smaller Cos Quality Value Driven Small and Mid-Cap
10,000 Thames River Global Bond EUR Total Return Global Short Duration
10,000 Thames River High Income EUR Active top-down/bottom up ?-hedged
8,000 Coupland Cardiff Japan – Flexible Absolute Return-Driven
6,000 Cazenove European – Business Cycle Relative Value
6,000 IVI European – Intrinsic value-driven cash flow focus
6,000 JO Hambros Capital Management European Select Values Intrinsic value / Special Situations
6,000 Nevsky Global Emerging Markets Fund Directional Long-Only Equity
5,000 Rensburg UK Managers’ Focus Focus fund pooling 4 managers’ best ideas
4,000 Old Mutual Dublin UK Select Smaller Cos Capacity Ltd UK Small Cap top-down/bottom up
4,000 Veritas Asian Fund – Real Return Asian Equity
