Potter and Burdett maintain equity exposure

Thames River's Rob Burdett and Gary Potter are keeping the equity exposure at 90% in the Equity Mana...

Thames River's Rob Burdett and Gary Potter are keeping the equity exposure at 90% in the Equity Managed and Global Boutiques funds. The managers fully invested the funds at the end of November in preparation for the equity market rally, having previously dropped equity allocation to 70%. The strategy has seen the Equity Managed fund rise 17.3% between 24.11.08 and 06.01.09 against the IMA Active Return sector's 14% (according to Lipper). Having seen record inflows into the multi-manager suite last year, the duo is looking to be tactically opportunistic while maintaining a strategicall...