This week our panel discuss alpha funds, with a particular focus on internet betting
Betting was a central point of discussion as Jupiter UK small-cap manager Philip Matthews and HSBC large-cap manager Bob Morris took part in the latest Conjecture debate. One of Matthews' favoured stocks is internet business Sportingbet, while Morris has a stake in William Hill. Aside from these two companies they also discussed Vodafone, the growth of the UK M&A market and the performance drivers in the domestic equity market. Generating alpha is becoming a bit of a cliché, what exactly does it mean to you and what are the downside risks? Bob Morris (BM): Markets generally are going to ...
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