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
Europe is benefitting from a valuation discount to the US in terms of P/E and dividend yield, as well as an improving outlook overall.
Reduced number of stocks to increase conviction
Will provide support for existing clients
Rosemary Banyard wins Outstanding Contribution award
Will concentrate on building fixed income business