Latin America takes top four Specialist spots

Brazil and Mexico are key countries driving Latin American fund performance along with themes of domestic demand, infrastructure growth and commodities

Latin America funds have taken the top four spots in the Specialist sector over three years, with impressive returns of around 200%. This shows how this peer group can display strong sector biases, with the peer group indicating which areas are currently in vogue, whether Latin America, property, biotech or gold. Jeff Casson has run Swip's £64m Latin America fund for the past two years, and the vehicle tops the sector over three with a return of 210%. He took over the fund from Alastair Reynolds, although the latter still has a degree of input into stock selection. Casson said the key t...