Geffen piles almost half of Global Equity fund into US
Neptune's Robin Geffen has moved nearly half of his £950m Global Equity fund into US equities, his largest ever exposure to the region.
The fund's US position has jumped 14.4% since November to 44.4% as at 30 June, as Geffen predicted a rebound in the coming months despite deteriorating economic data throughout Q2. He said: "We believe...
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