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Search Investment Week
In response to client demand
Was due to be published last Autumn
Macro risks remain
Yield target of 3-4%
Spent six years at Ruffer
Precedents of 1995-96 and 2013
Fourth fund in the range
1.24% achieved consistent top-quartile returns over three years
Held roles at BlackRock and Merrill Lynch
Investors paying as much as 80% more than OCF