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...
Formerly managed by Bill Gross at Janus Henderson
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