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.
Square Mile’s series of informal interviews
'An entirely different beast': How have emerging markets, Asia and Japanese equities evolved over the past decade?
Talking Strategies: In the video below, Jupiter's fund managers discuss how changing tides over the past two decades have resulted in emerging markets, including EMD, and Asia and Japanese equities to become a core part of many wealth manager portfolios....
Spent 20 years with Aviva
Latest news and analysis