Batten down the hatches: How OMGI's Cowley is preparing for the end of QE


clock • 3 min read

Stewart Cowley, manager of the Old Mutual Managed fund, tells Rebecca Jones how he is positioned moving into the new year.

Q What are the drivers behind the fund's outperformance over the past five years? The fund is run as a fettered fund of funds, with an asset allocation and currency overlay using index futures and currency forwards. Investors get access to fund managers such as Simon Murphy, Luke Kerr, Christine Johnson, Ian Heslop, Stephen Message and myself. Each one of these managers has produced outstanding performance in the past five years and that, combined with asset allocation calls at the margin, has produced the results you see today. Q What is the fund's strategy and how firmly have you stu...

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