Nomura Asset Management has launched a Global High Conviction fund, investing in 17-25 names.
The Ireland-domiciled UCITS fund will be managed by head of equity investment, Tom Wildgoose (pictured), co-managed by Ilan Chaitowitz, and supported by a team of 18 investment professionals. It aims to deliver returns through a highly concentrated portfolio of between 17 to 25 names, unconstrained by sector or region. The managers will look for high quality businesses trading below intrinsic value to feature in the portfolio and will actively manage the risk of unintended exposures and stock correlations. Nomura AM's Hodges: Fed could be forced into further QE in 2016 Wildgoose ...
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