Mott unveils opening portfolio for income fund

At an event hosted by Winterthur, which has just added the PSigma income fund to its ‘Tailored Selection’ range of investment funds for both individual pensions and life products, Mott described how thematic investing works, and the areas he is concentrating on in the first fund to be launched by PSigma. He says being a thematic investor is like “swimming downstream to the rest of the market” and requires the skills to spot when the future is going to be different from the past. Mott adds: “It is about spotting the inflection points – at all market levels – as this is when you get the be...