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