Quick reactions key in volatile market

By Gary Clarke, a fund manager at Rothschild Asset Management Calling market direction in the short term is a heroic and often futile exercise, best left to the market strategists. I prefer to put my energy into picking large-cap stocks that I feel are undervalued and mid/small caps which have the right growth and value characteristics making it likely they will re-rate upward in the medium or long term. The success of my fund this year has been based around the latter ' picking the right mid caps that have done tremendously well versus the large cap dominated index that ...