Avago – Filtering the connection

Kevin Troup, Global Equity Income Fund manager, along with colleagues from the regional equity teams subsequently had a number of conversations with competitors, peers and suppliers from the US to Japan, to better understand what the rest of the market did not.

The end result was a thoroughly challenged and market-tested investment case that made the cut to feature in the firm’s global and US equity funds.

The fourth instalment in the global equity insight series will examine how market changes – both economic and corporate – influence an otherwise solid investment case and the lengths Standard Life Investments goes to confirm whether or not to sell or hold.

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