Darwin's diversifiers: Jane's top picks to spread risk

David Jane, founder of Darwin Investment Managers, has shared his top picks for a diversified portfolio amid growing fears investors are becoming too concentrated in some sectors.

Jane (pictured), manager of the £38m Darwin Multi-Asset Fund which was launched in May 2011, has a number of key themes running through his portfolio at present to provide investors with diversification. Below he reveals three of the main trends he is backing at present. Telcos Jane has increased the fund's exposure to the telecoms sector, recently adding positions in Orange, Telefonica and KDDI. It already holds Vodafone, which has performed in line with the market, and Japanese mobile phone distributor Hikari Tsushin, which has outperformed. He said Vodafone is in an 'acquisit...