Chelverton hires Julie Dean to manage new UK equities fund
Dean rejoins the industry following Sanditon windup in 2019
Dean rejoins the industry following Sanditon windup in 2019
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Energy, tech, ESG regulation and healthcare are some of the areas touched on by industry experts in March
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The 155-year-old trust’s investment policy is in line for a considerable shake up
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M&A, China, bonds and green investments are some of the areas touched on by industry experts in February
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After being out of favour for roughly a decade, excitement is starting to build
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But aversion to FTSE 100 names means the Chelverton UK Equity Income Fund has taken a bruising of late
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Though, with a recession looming, an entry point will be tough to pinpoint
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Asset manager will focus on its core investment funds business after spinning off its private capital interests
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‘Indescriminate sell-off provides opportunity to buy into some high-quality growth companies at cheaper valuations than six months ago’
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‘Forms part of our longer-term plan to invest in the next generation of fund managers’
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Fund has benefitted from small cap exposure rather than widespread ownership of traditional value
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A harrowing final quarter in 2018 exposed flaws in the portfolio
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