One to Watch: CF Ruffer Pacific fund

ONE TO WATCH

In the next instalment of a new series of articles, FE Research selects hidden gems for your portfolios.

This is a fund that is often overlooked – not only because of its relatively small size, but because it sits in the IMA Specialist sector, which makes comparisons with rivals more difficult. CF Ruffer Pacific was launched in December 2003 and has been headed up by Mary McBain since 2006. The manager combines a top-down/bottom-up approach: she believes it is not possible to invest in the Asia Pacific region without a good understanding of what drives the local economy, but also places an emphasis on extensively researching each company. As the market matures, the latter step is becomin...