Polar Capital's George Godber and Georgina Hamilton have moved away from a domestic focus on their UK Value Opportunities fund, holding a larger number of overseas earners, as they are "enthusiastic" about markets but have a number of concerns.
The pair are holding a more balanced exposure between domestic and overseas earners compared with three to four years ago when they were running the Miton UK Value Opportunities fund, which was more domestically-focused. ...
The US dollar is close to peaking and the risks now seem to be on the downside.
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