Bestinvest says
This fund benefits from an experienced manager with an absolute return mindset to investment. The fund offers a more cautious approach to the investment in developing countries, with a focus on high quality, shareholder friendly companies. Stock research is conducted by a large and well resourced team based in Edinburgh, Hong Kong and Singapore that includes former manager Angus Tulloch. The manager is also open to accessing emerging markets via companies listed in developed markets, enabling him to take advantage of valuation anomalies.
The manager employs a fundamental bottom up stock picking approach with a medium to long term outlook, generally avoiding 'momentum' type stocks. The focus is on quality growth stocks with a keen emphasis on price. Qualitative criteria including shareholder friendly management, corporate governance and strong balance sheets are also high on the list. Stock research is conducted by a large and well resourced team based in Edinburgh, Hong Kong and Singapore.