Fund focuses on telecoms and IT

The Indocam Mosais UK fund is managed by Alessandra Gaudio, who is based in Paris. The fund is run with a growth bias. Gaudio selects broad themes and then picks stocks within these using fundamental disciplines. She commented: "It is clear the communications industry is growing. We believe this sector and those associated with it are the best areas to find growth at present. We started off investing heavily in telecoms but have since expanded our area of focus to cover new technology linked to the telecoms theme. As a result, we have invested in telecom equipment companies and operators...