Managers discuss the most diverse fund sector and the issues surrounding it
This week's Conjecture debate focuses on the Specialist fund sector and the issues surrounding it. Our pair of panellists were Stuart Connell, portfolio manager at the Global Equities desk at JPMorgan Asset Management and Standard & Poor's director of research, Randall Goldsmith. With the sector being so diverse, how do you make any kind of meaningful comparison? Stuart Connell (SC): Speaking specifically for natural resources, I am happy for those to be compared with other natural resources investments. I think the sector is well defined and therefore it is easy to find comparatives....
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