Mottram searches for market drivers in all conditions

Nick Mottram, head of global equities, has revamped the investment process at Investec. Mottram bases the organisation of his desk around six global industries: resources, industrial companies, consumer stocks, service companies, financials, and technology and telecommunications. Geography remains important in terms of monitoring portfolios. Mottram and his team have generated a universe of around 290 global stocks and monitor them using a multi-disciplinary approach. He said: "Different forces can be at work in a stock market. Sometimes the market moves are violent and erratic or d...