Small and mid-cap focus delivers for DSP

Dalton Strategic Partners fund manager Jenifer Rush adopts adventurous investment style to find ideas within the commodities sector.

It has been difficult for managers to escape the volatility seen in equity markets since the credit crisis, but some have fared better than others. Investors that turned to commodities and put their money into the CND$50m (£31m) Dalton Strategic Partners Melchior Selected Natural Resources fund three years ago are reaping the benefits of this purely resource-based fund. Returns have totalled an impressive 128.22% over the past three years, propelling the fund into the top quartile of the Morningstar Equity Natural Resources sector. The past year has been more brutal, however, with th...