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.
Modern and cost-efficient
Joined on 13 November
Published by the Investment Association alongside the Alternative Investment Management Association and the Association for Financial Markets in Europe
Views of tax raises 'overblown'
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