Fund managers Paul Kleiser and Stuart O'Gorman see market turning in 2002
Henderson Global Investors is to embark on a series of invitation-only workshops for advisers, to introduce the team now running its Global Technology fund. The fund, which remains Hendersons' top-selling product, is run by Paul Kleiser and Stuart O'Gorman, who have recently been joined by analyst Ian Warmerdam. Warmerdam specialises in US equities and was previously an investment manager at Scottish Widows. The team is in the process of altering the portfolio by reducing its overweight position in PC manufacturers and companies that make memory chips, and is looking to build up its po...
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