Neptune Income fund manager Robin Geffen has been adding to unloved utilities and healthcare stocks in recent months as he expects continued dividend growth in the £939m portfolio.
Empire building can be a fine pursuit and is the reason why some of the world's great companies are the money-making, dividend-paying growth vehicles they are today.
Robin Geffen, the architect of Pru's AIA downfall, believes the botched deal could be a defining moment in the fight for investor justice.
Friday's Fidelity FundsNetwork investment forum featured presentations from some of the biggest names in fund management. Here we bring you the best bits.
Neptune's Robin Geffen has compared Prudential's proposed AIA takeover to the 2001 downfall of Marconi.
The economic monopoly enjoyed for so long by the US is set to come to an end, with Bric countries moving in to replace it, Robin Geffen says.
Robin Geffen, MD of Neptune, is trying to rally support for a vote of no-confidence in Prudential chief executive Tidjane Thiam over his botched attempt to acquire Asian insurer AIA.