Having a firm sell discipline is fundamental to Lynch's success

The Schroder ISF Euro Dynamic Growth fund has slanted its portfolio towards the Irish banking industry and energy sector. Managed by Andrew Lynch since September 2002, the fund has had an annualised return of 39% over the past three years, compared to its benchmark, the MSCI EMU index, of 15.27%. One of the fund's key themes is energy because Lynch expects the crude oil price to remain above $40 a barrel, which should help European oil majors maintain positive earnings growth. The fund is overweight in Total and ENI, as well as Dutch oil services company Fugro. The portfolio is p...