Polar Capital's Davis: Time to take control of style drift?

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Nick Davis of Polar Capital
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Nick Davis of Polar Capital

The past six months in European markets have been dominated by two factors: profit warnings in the more cyclical sectors and an aggressive derating of mid-cap growth stocks.

The post-eurozone crisis playbook of owning global growth stocks at any price is clearly being challenged by the current market environment. We do not see this as helpful for either very low-quality...

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