Robert Burdett
Robert Burdett, director for multi-manager and fund of funds, Credit Suisse Asset Management
Based in: London, UK
“Our equity holdings could have caused the portfolio to suffer in August as most markets fell, but overweighting Asia and the emerging markets more than addressed the balance, as these high beta markets unusually bucked the trend. The portfolio was helped by strong performance from the excellent Schroder ISF Euro Alpha fund which we added to last month. So we remain happy with our equity position.”
Amount (E) Fund
22,000 Credit Suisse Bond Lux Target Return Euro (Total return, long-only)
13,000 Thames River Global Bond (Total return OECD bonds)
12,000 Jo Hambro Capital Management Continental European (European blend sector driven equity)
12,000 Schroder ISF European Alpha (pan-European GARP)
10,000 Mellon UG Global Bond (global macro bonds)
9000 Baring High Yield Bond (high yield debt)
5000 JO Hambro Capital Management UK Growth
5000 Atlantis Japanese Opportunities (Japanese Garp equity small cap)
4000 BDT Invest Asia (equity)
3000 Thames River Global Emerging Markets (pragmatic emerging equity
2000 Legg Mason Strategic Value (US large-cap value)
2000 Franklin Mutual Beacon (mixed asset/approach, total return)
1000 GAM Star America Focus (US large-cap blend)
