James Milne, co-fund manager with Richard Pease on the European and European Special Situations funds at Crux Asset Management, talks to editor Katrina Lloyd about drivers for the portfolios in 2017 and beyond.
In particular, he explains why the team does not take "huge bets" on the wider political situation when constructing the portfolios, and how bolt-on acquisitions can benefit holdings in the funds.
Round-up of diversity coverage
Calls out Fink for failing to ‘walk the talk’
Focus on UK equities
Follows 'overwhelming positive' feedback
Reporting to Raphael Stern