Fraser targets non-consensus stock insights

SLI's European Equity Growth manager Stuart Fraser is currently playing the Eastern European story with a large overweight position in Finland

Stuart Fraser has managed Standard Life Investments' £70m European Equity Growth since launch in 1998, as well as running the SLI's European Ethical vehicle and various pension portfolios. His specialist areas include utilities, construction and industrial metals, with the portfolio focusing on large and mid-cap stocks throughout Western Europe. Can you summarise your investment philosophy? My personal philosophy is aligned with SLI's - we invest where we have a non-consensus insight into the prospects for stocks, whether positive or negative. We like to establish what the market belie...