Neptune's founder and manager of the £286m Global Equity fund Robin Geffen has introduced a Russian position for the first time in two years, as he begins to add to emerging markets ahead of another era of "multi-year returns".
Geffen (pictured) has added 1.5% in Russian Sberbank in the past few weeks and increased exposure to Chinese internet stocks, some of the few emerging market holdings he has retained over the past couple...
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