'Looking at the global picture' forged Close Finsbury UK's success story

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Research into how global markets can impact domestic trends can kickstart a sluggish portfolio into performing well

Funds that performed well in the UK equity sector over the past five years had stocks in their portfolios that offered long-term performance potential. Managers looked at overall macroeconomic and global trends when deciding what stocks to put in their portfolios. Funds that performed badly only focused on growth stocks and did not look at the overall picture. The Close Finsbury UK Equity was ranked number two over a five-year period. It is managed by James Barstow, managing director of Mars Asset Management and it is run in the same style as his Aurora Investment Trust that has out-per...

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