Matt Evans, the new manager of the £300m Investec UK Smaller Companies fund, has turned over 30%-50% of the portfolio since he took over on 1 November, to reflect the funds new quality bias.
Previously, the fund was managed using the firm's 4Factor process before Evans was hired from Columbia Threadneedle Investments to be reunited with former colleagues Simon Brazier and Blake Hutchins at...
Partner Insight: In this environment, a well-resourced credit research team is essential and having traders to keep check on markets is very helpful too, according to Fidelity fixed income managers Sajiv Vaid, Peter Khan and Kris Atkinson
Impact of political turmoil and Brexit
Latest Incisive Works research
In recent weeks, investors have fixated on the inversion of several sovereign yield curves, most notably the US Treasury curve.
How are VCTs and EIS products doing?