Philip Ehrmann is head of Gartmore's emerging markets and Pacific desks, which manages a total of £...
Philip Ehrmann is head of Gartmore's emerging markets and Pacific desks, which manages a total of £1bn, including institutional and offshore portfolios. The flagship fund, the Gartmore Emerging Markets unit trust, is now worth £40m. Ehrmann this year won Investment Week's fund manager of the year award, in the emerging markets category. He talks with Jenne Mannion about his plans for the fund and his asset allocation strategy, which at the moment is depending on stock and sector performance, identifying companies on a global basis. How is the portfolio constructed? We tend to pick ...
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