Valuations key to Roberts' success

Gartmore UK Equity Income manager Dan Roberts talks to Julian Marr, editorial director, marketing-hub.co.uk, about his strong value-oriented investment discipline and explains how he plans to stay one step ahead

When markets are volatile – and rarely has that been more the case than over the last couple of years – it pays to have a way of cutting through the noise. For Dan Roberts, manager of the £164m Gartmore UK Equity Income fund, it comes down to company valuations. “Valuations are my anchor,” he says. “So, while the market has become transfixed with chasing recovery and what companies could do in a more benign scenario, there are plenty of good blue-chip companies, with strong franchises and good balance sheets, which are sitting on attractive yields.” Yield premiums Roberts commits to...