Schroders duo take long-term approach

ASSET.TV INTERVIEW

Maisonneuve and Armitage discuss strategy to beat benchmark on MSCI Global index and how their long-term approach boosts returns

Very few fund managers can consistently beat their benchmarks but the duo heading up the Schroder Global Alpha Plus fund are looking to beat theirs by 7%. The group’s head of global and international equities, Virginie Maisonneuve, and head of US large caps, Jonathan Armitage, discuss their strategy to beat the MSCI Global index and how a long-term investment approach can deliver significant outperformance with a 30-stock portfolio. How many stocks do you hold in this fund? How do you pick them? VM: The aim of the fund is to find 30 best ideas globally. So we function in a very unc...