Ben Peters of Evenlode on the meteoric rise of the boutique firm out of the ashes of the financial crunch and how his training as a physicist informs the scientific approach to stock selection that has allowed the firm’s flagship fund to hit a cool £2bn.
After more than three decades as a stockbroker, James Baker, manager of Chelverton UK Equity Growth, has spent the past four years in fund management, bringing a wealth of experience to his stockpicking process.
Polar Capital’s dynamic duo talk to Portfolio Adviser about the ongoing hunt for value, and taking turns on the ‘grunt work’.
In a world that is focused on defensive stocks, Lazard’s venerable relative value manager takes a different route to emerging markets growth.
According to Tom Slater, deputy manager of the £3bn Baillie Gifford Scottish Mortgage Investment Trust, the focus has been on increasing the concentration of the portfolio rather than expanding it.
