Financials and tech focus

By Robert Stock Rothschild Asset Management has restructured the Five Arrows North America fund and 60% of the current 72 holdings are new to the portfolio. The US equities team, led by Crispin Cripwell and including Anna Piney, Scott Irving and Alex Robarts from CGNU, overhauled the fund a few weeks after their arrival on 4 September. They were hired to run the fund from London; previously it had been managed in New York. The number of positions taken has increased from around 60 stocks to 72 with the main focus being in technology, most notably software, financials and transport. The ...