Companies with FRC exposure must 'up their game'
Value stocks may have enjoyed a welcome change in fortunes in recent weeks, but they have been swimming against the tide for years as investors have sought the perceived security of quality and low-volatility stocks.
No single internal structure suits all businesses
Manager cites liquidity risk for changes
At one end of the spectrum, investors are crowding into popular stocks in sectors such as consumer staples, business services and engineering, pushing their valuations to ever higher levels.
Top five holdings make up 45%
'Boring' investors pay off in the long run
Consumer goods and tech companies get support
Plans for sole Dutch HQ
Out of over 7,000 firms
Marking Earth Day 2018
Fund ended the year up 26%
Consumer tastes are changing
Took over from Koch in October
EM-focused companies looking appealing
Gallery of managers' sweetest treats
The impact of the sharp fall in sterling post the EU referendum against a range of currencies had some initially predictable effects on UK equity markets.
After Unilever rejected offer
'Wild month' for the £3.2bn fund
As the Evenlode Income fund celebrates its seventh anniversary, fund manager Hugh Yarrow highlights the best performing stocks from its portfolio.