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Article: FoFs: The changing mix in the vanilla tub.
- Article from:
- Fund Strategy
- Article date:
- November 17, 2008
CopyrightCOPYRIGHT 2008 Centaur Communications Limited. This material is published under license from the publisher through the Gale Group, Farmington Hills, Michigan. All inquiries regarding rights should be directed to the Gale Group. (Hide copyright information)
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Thames River's Equity Managed fund, launched a year ago, maintains a high ranking among its peers through a defensive stance and a shifting balance between British and international stocks.
Thames River launched five multi-manager funds for Gary Potter and Rob Burdett in October 2007, with Equity Managed one of two all-equity portfolios in the range.
The neutral weighting of the fund is designed to be an even split between Britain and international markets but Potter, joint head of multi-manager at Thames River, says this has shifted significantly in the subsequent market turmoil. The ex-Credit Suisse pair launched Equity Managed with an underweight ...