Godber and Hamilton: How Polar Capital’s power duo find value
Polar Capital’s dynamic duo talk to Portfolio Adviser about the ongoing hunt for value, and taking turns on the ‘grunt work’.
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.