Sarasin adds fifth theme to global fund

Professional Adviser
clock

Group's 'survival of the fittest' approach will focus on companies in troubled sectors that have powerful cashflows or that are capital rich

Sarasin has added a fifth theme to its EquiSar Global Theme fund, that of using balance sheet strength and credit quality to select equities. Guy Monson, chief investment officer of the group, said the theme, dubbed the survival of the fittest, focuses on the strongest companies in an injured peer group ' those with powerful cashflows or that are capital rich. The addition of the theme to the £101m fund ' alongside the themes of pricing power, corporate restructuring, e-business and aggressive automation and oil ' comes against a backdrop of what Monson calls an unprecedented credit cr...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on uncategorised

Building Society-owned Newcastle Financial Advisers acquires Openwork firm

First of a number of acquisitions

Hannah Godfrey
clock 09 December 2019 • 1 min read

Bond managers fear hedges being undermined as liquidity dries up

The recent sell off in the bond market and growing liquidity issues have forced bond investors to use similar hedging techniques, undermining their effectiveness and causing concerns about how much downside protection funds really have.

Anna Fedorova
clock 03 July 2013 •

Police launch investigation into mortgage middleman fined £1m

West Midlands Police have launched a fraud investigation into a Birmingham financier over his role in sale and rent back agreements.

clock 25 June 2013 •