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Telegraph 25: the definitive list of our favourite funds

Telegraph 25: the definitive list of our favourite funds
telegraph.co.uk - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from telegraph.co.uk Daily Mail and Mail on Sunday newspapers.

MIL-OSI: Interim Management Statement | ForeignAffairs co nz

MIL-OSI: Interim Management Statement | ForeignAffairs co nz
foreignaffairs.co.nz - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from foreignaffairs.co.nz Daily Mail and Mail on Sunday newspapers.

Marlborough Special Sits to move to IA UK All Companies sector

Marlborough Special Situations looks to run winners for longer with policy and sector change

Home / News / Marlborough Special Situations looks to ‘run winners’ for longer with policy and sector change Marlborough Special Situations looks to ‘run winners’ for longer with policy and sector change ‘I think by changing the goalposts they start to dilute their message’ Marlborough Special Situations is broadening its investment policy to include companies higher up the market cap scale and moving to a different Investment Association sector to help the managers “run winners” for longer. The fund, managed by Eustace Santa Barbara (pictured) and Guy Feld, will continue to focus on small cap companies, but from 2 August it will be able to hold a higher proportion of mid and large cap holdings.

The Morning Briefing: Aberdeen gives E the elbow; LV= letter

Source: Link Group’s Dividend Monitor In Other News FE fundinfo has added Richard Watts (Jupiter), Anthony Srom (Fidelity) and Terry Smith (Fundsmith) to the 2021 Alpha Manager ‘Hall of Fame’ list. The Hall of Fame, which recognises managers who have been ‘Alpha-rated’ consistently over a period of seven years, now stands at 51 managers in total. To gain an Alpha rating, fund managers are ranked according to their track records since 2000, with extra weighting applied to those with longer track records. The rating is based on three components: risk-adjusted alpha; consistency of outperformance versus their benchmark; and outperformance in both up and down markets.

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