Manager discusses growth, value and the pro and cons of running 30-stock fund
It is a long time since focus funds were the must-have product launch for asset managers but, despite their low profile today, there are portfolios out there quietly producing the numbers. One such is the £91m Ignis UK Focus fund run by Ralph Brook-Fox, which has produced top-quartile returns over one and five years to 16 August 2010. Brook-Fox caught up with Asset TV to talk through his thoughts on growth, value and the pros and cons of running a 30-stock portfolio What makes your approach and fund different to the competition? It is hard to generalise, but I like to think we have a...
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