Fund buyers are increasing their exposure to absolute return equity funds to take advantage of sharp falls by companies which miss earnings estimates.
Dalton Strategic Partnership has extended its Tokyo-based Japanese equities team after hiring Fumio Matsumoto from Japanese asset manager T&D Asset Management.
Dalton Strategic Partnership has appointed former GLG fund manager Mark Greenhoff as senior analyst on the Melchior European equity team.
Dalton Strategic Partnership has cut the annual management fee on its Melchior Global Equity fund in a bid to offer retail investors alpha for the cost of a passive fund.
J.P. Morgan Asset Management (JPMAM)'s Tony Lanning has bought into a resources ETF across his multi-manager range, after exhausting the search for an active alternative.
ONE TO WATCH
Dalton Strategic Partnership's Luca Vaiani has been forced to increase cash to over 30% in his multi-asset fund as most assets in the portfolio posted negative returns in June.
The Japanese market has gone from strength to strength this year, with shares soaring as the recent expansionary policies of new Prime Minister Shinzo Abe power the economy. But which funds offer investors the best way to play the ongoing rally?
Luca Vaiani is set to overhaul the investment strategy on Dalton Strategic Partnership's Melchior Global Multi-Asset fund shortly after joining the firm.
Katie Holliday asks Dalton Strategic Partnership's CEO Magnus Spence how the firm has coped with the passing of its charismatic co-founder Andrew Dalton.
The managers of the £98m Melchior North American Opportunities fund have reversed out of defensive names into more economically sensitive sectors, following the string of positive economic data that has emerged from the US in recent months.
Investors ask whether falling Chinese housing starts could trigger end of commodity super-cycle.
Peter Kaye and Nabeel Mughal, managers of the £98m Melchior North American Opportunities fund, pick five indirect plays on the US housing market.
Dalton Strategic Partners fund manager Jenifer Rush adopts adventurous investment style to find ideas within the commodities sector.
Dalton Strategic Partners' Melchior European fund, managed by Leonard Charlton, has been hard-closed at $100m.
Dalton SP's Peter Kaye has slashed his exposure to energy and technology sectors in favour of defensive stocks on negative US sentiment, but forecasts a bounce back in the US equity market.
Dalton Strategic Partners has soft-closed its Melchior Selected Trust European Absolute Return fund at $500m.
ON UK GROWTH
The earnings results season for Q3 2009 (October-December 2009) has almost finished.
Dalton Strategic Partnership has launched a new cautious global asset allocation fund.