Steady Eddies and capital growth focus

Mark Colegate of Asset TV questions Marlborough's Greg Bennett on the investment strategies behind his UK Equity Income offering

Greg Bennett has recently celebrated his three year anniversary running the Marlborough UK Equity Income fund. He runs the fund from Durban, South Africa. What size company is this fund focused on? It is focused on the FTSE 350, and we do this for two reasons. Firstly from an investment process perspective, we want to make the process scaleable and with these larger-sized companies generally the information is readily available. Secondly, it is important the portfolio is scaleable too. It is important you are able to replicate your ideas and your position sizes within the fund as it g...