One of the lower-profile funds in Cazenove's UK equity range is the £38m UK Opportunities fund, run by Julie Dean.
It is top quartile in the IMA UK All Companies sector over one, three and five years, giving it by far the best return profile of the four Cazenove funds in that particular peer group. Dean talks through her investment process, why she likes stocks that display value and growth characteristics at the same time, and warns many growth stocks are now so highly rated they are in ‘nosebleed territory’. What is your investment style? We are neither growth nor value investors. This means no stocks are excluded from our potential investment universe, and what we are trying to do is to gene...
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