Threadneedle European Smaller Companies - New Rating

By GIDEON MARGO 09/02/2006

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David Dudding joined Threadneedle in 1999 and has been managing the European Smaller Companies Fund since September 2002. The aim of the fund is to achieve capital growth through investing primarily in the equity of smaller Continental European companies. Dudding constructs the portfolio by forming a top-down view, although emphasis is placed on his bottom-up stock picking skills. He performs 700-800 company visits a year, using them to ascertain a thorough understanding of management and their intentions. As with all of his underlying positions, Dudding likes to make himself fully aware of the risks involved versus the potential upside. Although Dudding’s track record is just over three years, he has performed consistently well versus both the index and his peers. We therefore believe that a three star rating is fully merited.

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Source: Financial Express