Walker Crips duo employ macro approach to take Equity Income to the top

clock • 6 min read

Walker Crips fund managers Jan Luthman and Stephen Bailey's long-established macrothematic investment philosophy has led the group's £156m Equity Income fund to long-term top quartile performance.

According to Morningstar, the portfolio is 12th out of 85 in the UK Equity Income sector over three years, boasting returns of 22.1%, beating the peer group average of 11.2%. The managers invest in 50-60 holdings across the market-cap scale and are unconstrained by an index spine. The holdings show substantial commonality with the £167m Walker Crips UK Growth fund, but weightings differ, with higher yielding stocks given greater prominence in the Equity Income fund. Your investment process involves identifying macro themes. How does this shape the fund? We seek to identify, and a...

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