Andrew Harradine, head of mutual fund research at EFG Asset Management, tells Gary Shepherd why he’s started cutting US equities exposure despite seeing some attractive opportunities in large cap value equities, especially financials. He names what he sees as the standout fund in this asset class.
Why it’s best to look large in US equities
Andrew Harradine, head of mutual fund research at EFG Asset Management, tells Gary Shepherd why he’s started cutting US equities exposure despite seeing some attractive opportunities in large cap value equities, especially financials. He names what he sees as the standout fund in this asset class. For part two, click here