Whittaker applies lessons of crunch to Querns portfolio

ASSET.TV INTERVIEW

After a spell out of the limelight, former New Star UK growth manager Stephen Whittaker is back with a boutique and an investment fund.

Earlier this year, Querns Asset Management launched the Querns Income First Fund, sitting in the IMA’s UK Equity & Bond income sector, with Whittaker running the equity portfolio and his colleague Phil Roantree the fixed income element. He talks about lessons learned from the credit crunch, why the portfolio favours equities over corporate bonds, and what he looks for in stock selection. What is the USP of the Income First fund? First off, we are probably the cheapest at 75 basis points. Secondly, we are the most tax efficient in terms of having tax-elected fund status. We are the o...