Business cycle benefits

Cazenove UK Opportunities manager delivers consistent top-quartile performance

Since assuming control of Cazenove UK Opportunities in December 2002, Julie Dean has consistently delivered top-quartile performance. Over five years to 29 January, the vehicle sits 28 out of 236 funds in the IMA UK All Companies sector, climbing 42.4% against an average increase of 24.1%, according to Morningstar. On a three-year view the fund is up 3% compared to an average fall of 11.1%. What is your investment style? We adopt the business cycle approach. To make this manageable we divide the UK market into seven style groupings and allocate each stock in the market to one of t...