Hume Capital is launching an unconstrained Global Opportunities fund on March 28.
Stephen Watson, fund manager, aims to identify 40 to 60 mid- to large-cap companies within the MSCI World index to form the core of the fund’s portfolio. The holdings will initially be focused on Asian stocks with exposure to Far East countries and also to European and UK companies that sell infrastructure and energy equipment to EM. The fund will also invest in Western companies specialising in communication technology and Blackberry producers, such as Ericsson. Watson says: “While developed markets are seeing a revival of manufacturing and new technologies industries, in Asia the...
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