Fund managers tell Investment Week the assets they are choosing to invest in today's economic environment
Chris Murphy, Manager of the Aviva Investors UK Equity Income fund BBA Aviation I am a long term follower of BBA Aviation, from the days when it – to put it delicately – was not as well run as it could have been! After the 2006 demerger and a change of management, it was clear to me that this was a value opportunity where the structural growth prospects had been missed by the rest of the market. Continually overlooked by analysts, BBA has gone on to prove itself to be a robust and financially disciplined company, which weathered the financial crisis without the need to raise add...
To continue reading this article...
Join Investment Week for free
- Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
- Get ahead of regulatory and technological changes affecting fund management
- Important and breaking news stories selected by the editors delivered straight to your inbox each day
- Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
- Be the first to hear about our extensive events schedule and awards programmes