Martin Currie's North American Sicav exceeds $50m

The fund mirrors the $775m UK-domiciled Martin Currie North American fund, managed by Tom Walker and David Forsyth, who are supported by a team of sector managers, putting North American stock opportunities in a global context. The Sicav has outperformed the MSCI North America index by 0.9% since launch. While the US has been at the bottom of the performance table of major global stockmarkets for the last five years, Martin Currie believes that looking at the fundamentals at productivity level and stock-specific opportunities, it seems inconceivable underperformance will persist. “The US...