Analysis

Managers only buy business models they understand and managed to avoid Northern Rock as they disliked its theory of lending long and borrowing short

Jorma Korhonen focusing on corporate restructuring theme at Fidelity Global Special Situations, looking for companies with misunderstood valuations

F&C's Maximum Income Bond tops sector over the three years to 22 October, with manager Fatima Luis pointing to high-yield exposure as the key factor

Top-quartile over one, three and five years, Nucleus American Trust is currently moving up the market scale as manager Focke sacrifices growth for safety

Commentators look back 20 years to identify similarities in recent market corrections

Brandywine MD believes recent corrections have not solved core economic problems

The fund aims to achieve total return primarily through investment in Japanese and other companies. ...

Sector includes a wide variety of vehicles, with European portfolio, core global equity offering and Old Mutual's fund of funds making top three

SVM Continental Europe fund manager has delivered top-decile performance by seeking out companies that have been overlooked by analysts

Manager Cory Gilchrist turns around fortunes of Gartmore US Opportunities fund