In the latest Big Debate, our panelists from Guinness Asset Management and SVG Investment Managers discussed Funds To Watch.
Academic, and empirical research says that investors often achieve the best returns from small, growing funds because the managers can be nimble and their ideas are not easily copied by bigger investors. But many advisers will not look at funds until they have at least 3 year track records and assets of £100m, so they miss this ‘gems.' This week's debate talks to managers of small, but nimble funds which all offer a unique approach to some key investment markets and themes.
James Weir, Co-manager, Guinness China & Hong Kong Fund, Guinness Asia Focus Fund and the Guinness Atkinson Asian Fund
Adam Steiner, Chief Executive Officer, SVG Investment Managers
The AIC's Nick Britton analyses the reasons behind the record amounts raised by ITs so far this year
Schroders' Rosemary Banyard asks if the continued outperformance of UK mid caps over their large-cap peers is due to structural or cyclical factors
With passive vehicles once again in the spotlight as the price war hots up, managers explain how they use the products and comment on the expanding smart-beta marketplace
A couple of weeks ago, I came across a new genre of internet TV called the 'Top Ten list' programme.
Jonathan Waghorn, co-manager of the Guinness Global Energy fund, explains why a supply/demand convergence is on the horizon.