Market strength focus

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The forthcoming Edinburgh Technology fund will focus on businesses reinvesting rather than declaring ...

The forthcoming Edinburgh Technology fund will focus on businesses reinvesting rather than declaring profits when it comes to stock selection. The lead manager on the portfolio, to be launched on 10 April, is Alistair Currie who believes at the moment it is more important for companies to cement their market positions and raise the barriers of entry in their chosen fields. Currie said that he would be favouring businesses which spent a lot of money on marketing and research & development. He added: "Over the long term the winners will be companies which are the market leaders brought about ...

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