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.
Latest edition of the print magazine online
Partner Insight: For Blackfinch, the arrival of its IHT portfolio services was a 'natural evolution' in the group's offering and points to an established track record of returning cash to investors.
Joined in December
Guidance on dealing with misconduct ahead of regulation launch
Consumer goods and tech companies get support