Man GLG UK equities manager Henry Dixon talks to Mike Sheen about the impact of Brexit, quantifying pessimism and complacency, and his concerns about the "mounting debt" levels of some UK firms.
Henry Dixon joined Man GLG in 2013 from boutique asset manager Matterley, where he was a founder and manager of its flagship strategy. He brought with him Matterley's Undervalued Assets fund, which is now £779m, and also took on GLG's UK Income fund. Nearly four years later, the £255m UK Income fund has been a consistent top quartile performer in the competitive IA UK Equity Income sector, ranking first over a six-month and one-year basis. It left the sector in 2014, when many big names were being ejected for not meeting the yield requirements, but was readmitted in 2016. Man GLG ...
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