Global equity funds swapped
Ardevora's Jeremy Lang explains why he continues to have a nervous view towards many sectors and sticks to his 'lower risk' principles when it comes to investing.
Recognise boutiques and passive investing
Flipped autos from long to short book
Beagles, Lang and Williams tackle fund capacity
Top contrarian trades
UK supermarket Sainsbury's reported a drop in retail sales for the fourth quarter of 2014 as it warned its market will "remain challenging for the foreseeable future"
Ardevora and the psychology of investment
Ardevora co-founder and partner Jeremy Lang addresses five of the biggest concerns facing UK equity investors in current markets.
Global growth managers predict the rally in airlines can continue into 2015 and beyond as a falling oil price provides a new fillip for the sector.
Corporate financial reports have grown in length and complexity, leaving some managers baffled. Annabelle Williams reports.
UK investors back challenger banks
The Big Question: Which small funds are your hidden gems?
Welcoming back TSB
Ardevora UK equities manager Gianluca Monaco is shorting Morrisons while remaining long Sainsbury's ahead of next week's results announcement from the former.
There are three main actors driving the irrational behaviour we so often see in equity markets; company management, analysts and investors. Each group can fall into bias, but the circumstances and the types of biases are different.
The making of a boutique
The Big Question
The unloved aviation industry has been dead money for decades for many investors, but it now offers some compelling opportunities after widespread restructuring, Ardevora partner Gianluca Monaco has said.
THE BIG INTERVIEW
James Calder, research director at City Asset Management, has revealed the top five niche investments he holds in his portfolios.
Former Ardevora partner Rob Page is to join Hermes Fund Managers as head of marketing and communications, as the institutional house pushes into the UK wholesale market for the first time.
Rob Page, partner at Jeremy Lang and William Pattisson's Ardevora boutique, is leaving the firm.