In a portfolio that is driven by a stockpicking investment process, there is rarely any merit in trying to ascribe thematic reasons to the performance of specific stocks within it.
However, in March and more importantly over longer time periods, it is noteworthy that companies that operate platform, outsourcing and intermediaton-related businesses feature prominently in the contributors...
Long-term growth area
Round-up of diversity coverage
Top five holdings make up 45%
Central banks in tight position in case of downturn
Going against the grain