Gary Potter and Rob Burdett
“The portfolio blends a wide range of specialist equity managers, offering niche investment approaches and high alignment of interest with their investors, with three uncorrelated fixed income funds that could all benefit in different ways from the outcome of the credit crunch. We have added the absolute return Blackrock Absolute Alpha to add further stability. The equity managers have all been chosen for their ability either to be very flexible in how they deal with changing market conditions, or at the other extreme ignoring market noise completely – in any event momentum managers do not feature at present.”
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 Companies (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 EURActive 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 Mgmt 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 idea)
4,000 Old Mutual Dublin UK Select Smaller Cos (capacity limited UK small cap top-down/bottom up)
4,000 Veritas Asian Fund (real return Asian equity)
