Philip Matthews has turned over almost half the holdings in the Schroder UK Alpha Plus fund since taking over the fund from Richard Buxton in October, Investment Week can reveal.
Liontrust managers Anthony Cross and Julian Fosh have said the ‘dash for trash' that characterised UK equity markets last year may be coming to an end.
Managers and fund buyers have begun rotating out of UK mid- and small-cap stocks in anticipation of a mega-cap resurgence.
When Mike Pinggera joined Four Capital Partners, the group gave him an opportunity to create his own fund from scratch.