In-tertainment and beaten-up beauties are Thomson's tips

Thomson's more aggressive direction on fund leads Global Opps to medium-cap sector

James Thomson took over the management of Rathbone Global Opportunities in July 2005 after spending two years as co-manager with Julian Chillingworth. Once he was handed sole responsibility of the fund, Thomson decided to take the portfolio in a more aggressive direction with investments focusing on the small to mid-cap range and out of the mainstream. “I felt in a global portfolio it was the only way I would really be able to outperform the market and my peers,” say Thomson. “Currently, my hunting ground is the mid-cap sector – I will return to small caps but at the moment many sm...