Eaton targets globalisation effects with thematics to generate outperformance

Industrialisation and urbansiation in the developing world will lead to rise in global demand for energy, infrastructure and commodities

CF JM Finn Global Opportunities fund manager Anthony Eaton attributes his strong returns over the past year to a top-down thematic approach targeting the effects of globalisation. Eaton bases his investments on the notion industrialisation and urbanisation in the developing world will invariably lead to a rise in global demand for energy, infrastructure and commodities. The fund aims to provide capital and income growth from global equity and bond markets. Launched in January 2004, the JM Finn Global Opportunities fund is ranked fourth out of 183 vehicles in the IMA Global Growth sec...