Collins Stewart is looking to raise £60m for a split-cap trust employing a value and momentum based ...
Collins Stewart is looking to raise £60m for a split-cap trust employing a value and momentum based investment style, writes Adam Lewis. The Blue Chip Value & Income fund, a Guernsey-based portfolio launched in April 2000, currently has gross assets of £18m and the group is keen to expand the shareholder base. Its investment process is based on the Quest system, designed by Terry Smith, chief executive at Collins Stewart and former head of research at UBS Warburg. Smith departed Warburgs in 1992 after writing his book 'Accounting For Growth'. Smith said: "Since its launch in Guernsey, th...
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