Quickfire Q&A: 'Japanese companies are still fundamentally broken'

Murdoch Asset Management director Tony Dunne tells Julia Rampen why he prefers Mark Barnett to Neil Woodford, what opportunities he sees in student accommodation and why he is steering clear of the rally in Japan.

What changes have you made recently to your portfolio? We are switching out of Newton Global Higher Income and spreading the money equally across our other funds. The performance of the fund has been average. It does not add anything to our existing portfolios in terms of diversification, income or potential returns. We looked at the top ten holdings of our other funds and established that without it we would have had a slightly better return. Finally, we favour specialists, and we do not think it is possible to be a global specialist. What regions do you favour? A couple of y...