Sophie Meatyard: How US equity funds might tap into the Covid-19 recovery
The Baillie Gifford American fund has returned 50% in just under two months
The Baillie Gifford American fund has returned 50% in just under two months
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ACD had already halved the weighting in the LF Equity Income fund last week at a 74% loss
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Two separate reports published this month look at adviser attitudes to ESG
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Mark Denham and Obe Ejikeme-managed fund targets companies that reinvest for future growth
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Co-manager Alethea Leung shows up Stephen Andrews with stock-specific insight in a meeting with the research house
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Although Europe funds are being shunned, those with an ESG approach have outperformed rival regional funds
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‘I have managed to do more portfolio management in one week at home than I have ever managed to achieve before’
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Capacity of strategy has increased as emerging market liquidity improves
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Link sells equity income fund’s stake in the former Woodford Patient Capital Trust at significant discount
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Flows figures show UK equities manager suffered from both the rise and fall of Neil Woodford’s boutique
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Lindsell Train manager says every company must be judged in the context of behemoth companies like Amazon
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But excluding oil, autos, conventional power and airlines would lead to higher tracking error
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