The Aberdeen Standard Asia Focus (AAS) trust has had a facelift in recent months. Previously, the Aberdeen Asian Smaller Companies investment trust, it has tightened up its portfolio, reducing the number of holdings and increasing concentration in higher conviction names. The change, so far, appears to be bearing fruit.
meet the manager
Professionally, Bruce Stout is not in a happy place. No fund manager whose charge bumbles along in the fourth quartile of its peer group could be otherwise, especially one, such as Stout, with an impressive record of past outperformance.
While comparisons with China make India look sluggish, reforms should get India performing strongly and boost its stock market.
In the run-up to F&C’s 150th anniversary, manager Paul Niven explains why he prioritises asset allocation over stockpicking.
When it comes to extracting an investment’s value, British Empire Trust's Joe Bauernfreund prefers the carrot to the stick.
Meet the manager: Jonathan Brown, manager of Invesco Perpetual UK Smaller Companies investment trust, explains how to find small cap winners.
People ask me if there is any place like Silicon Valley,’ says Walter Price, 68, the US-based fund manager who has been a technology investor since those distant days of the Sony Walkman. ‘I tell them the only place is China.’
After a hasty portfolio re-shuffle the day after the EU referendum, companies harnessing technological innovation are interesting Guy Anderson.
When it comes to Brexit, Tim Stevenson, manager of Henderson Eurotrust, avers the UK will emerge from the exercise in worse shape than Europe.