Over the years we have found the vast majority of our investment opportunities by focusing on stocks that have significantly underperformed.
However, every so often we go slightly off-piste and come across other unloved candidates. For example, we often explore companies that have been spun off from much larger parents. Unsurprisingly,...
Four potential outcomes
Industry members abseil down Broadgate Tower
Changes made on 14 September
Hired as portfolio manager in global equity income team
'Three cycles are colliding'