Jersey-based investment manager, Ashburton, is celebrating the 10-year anniversary of its top performing regional equity funds.
A common methodology incorporating both top down and bottom up analysis is used in selecting securities. Global business opportunities are identified by analysis of global economic and political situations and projection of future trends. This leads to each team favouring particular countries, sectors or individual business strategies.
Stocks are selected by identifying companies that will deliver growth at a reasonable price. The funds focus on the quality and attractiveness of individual companies rather than the outlook for particular markets. In doing so, a variety of techniques and measures are used, combining both qualitative and quantitative analysis, with any judgemental bias being exercised according to timing and the particular characteristics of each fund.
Good governance v resources
UCITS rules need changing
Old age dependency ratio ‘outdated’
Scope for change post-Brexit
To tackle liquidity issues