Legendary value investor Benjamin Graham has helped many fund managers' strategies to evolve, but his investment philosophies have resonated with Matthew Tillett, manager of the UK Opportunities fund at Allianz Global in particular.
Managed by Ken Wotton
The rise in computational power and advanced robots has created superior earnings growth for savvy investors. Johan Van der Biest, a manager at Candriam with twenty years' experience in technology equities, explains his stock-picking approach
Matthew Tillett, manager of the Allianz UK Opportunities fund, reveals how he is managing Brexit concerns in his 'risk averse' UK equity fund.
Newly promoted Burn to co-manage fund
Rising interest rates a big risk
Revealed: The winners and losers in FE's latest Crown ratings rebalance; Woodford gains five Crowns on first rating
T. Rowe Price most improved group
Ongoing charge of 1.5%
Matthew Tillett, manager of the Allianz UK Opportunity fund, portfolio intentionally does not conform to the norm. In a bid to provide a balanced portfolio and avoid losses, the portfolio has the highest allocations to those stocks where he sees the lowest...
Investment Pulse: Is consolidation in the asset management industry more damaging than initially thought?
IW readers give their views
The UK has dealt with a number of challenges in recent years, not least of all a historic referendum resulting in the UK taking its first steps to exiting the European Union last year.
Robin Geffen, CEO at Neptune Investment Management and lead manager on the £200m Neptune Income fund, has been steering the portfolio away from domestically-focused stocks, as he believes the UK economy is "weak and getting weaker".
Ceremony at the Royal Albert Hall on 6 July
Launched on 26 June
14 funds would have be affected
Taking over from departing Marriage and Warren
Passporting rights chief among concerns
Update: Schroders' Biermann appointed UK Smaller Companies manager as Marriage exits to set up boutique
Taking UK Dynamic AR funds across
Worked at group since 2013
Incorporates AI into investment process
Has already received approval in other nations
Model portfolio managers cut equities in Q1 amid political risk; Increasing exposure to UK property and absolute return
Barometer measures 97 UK portfolios