Cazenove UK Opportunities manager Julie Dean on why 2010 could be an alpha year.
Julie Dean may not have as high a profile as some of her colleagues, but the Cazenove UK Opportunities fund has flourished during her seven year tenure. At £29m, the fund is considerably smaller than the other core Cazenove equity funds - Tim Russell's UK Income & Growth fund, for example, is now over £500m - but it runs using the same business cycle investing process. The fund is higher octane than its peers, targeting a 3% outperformance of the FTSE All-Share with an 8% tracking error. The Income & Growth fund aims for about half that outperformance with half the risk. The Cazenove app...
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