Abate large-cap focus while Everly looks to second-liners

Professional Adviser
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James phillipps compares the two most recent managers of the credit suisse transatlantic fund

The growth bias of James Abate's and Susan Everly's respective funds has seen the pair underperform the S&P 500 Index over the last 19 months. While both have performed more or less in line within their respective peer groups, the value bias of the market over the period has naturally hit both portfolios' numbers. Abate has run Gam Star American Focus from launch on 24 September 2001. From 1 October, the earliest fund price date available, and 28 July 2003, the portfolio has returned -9.26% in sterling terms compared to the S&P 500's dollar terms growth of -1.16%, according to Standard ...

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