The key factors driving four managers' global strategies

Delegates at Investment Week's Channel Islands Summit last month heard from a number of fund managers discussing their current portfolio positioning.

Simon Moon, co-manager, Unicorn UK Income fund Can you highlight the positions which have helped boost recent performance? A number of positions have contributed to the recent performance of the fund, namely Marshalls Plc and Clipper Logistics. Marshalls is the UK's leading hard landscaping manufacturer. The company has an extremely strong market position, which reflects the sustained investment in brand and product innovation over many years. Marshalls has recently benefitted from strong sales growth in its public sector and commercial division, which focuses on markets with high le...