'Best ideas' mandate reaps rewards

Martin Currie's Dynamic Stock Matrix system filters for quality and value stocks, but ultimately construction of the portfolio rests with Walker and Forsyth

The Martin Currie North America fund is a concentrated portfolio, focusing on 40 large-cap names. Run by Tom Walker since April 2002, the fund offers exposure to the team's highest conviction ideas and operates within a tracking-error range of 5% to 6% against the S&P Composite index. In the past 12 months, Walker has recruited David Forsyth to help him on North American portfolios. Walker's successful track record is underpinned by an effective process and efficient research team; he also manages the US portion of Skandia's Best Ideas fund. The team is responsible for filtering all the ...