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Rod Marsden arrives at JO Hambro with an impressive record from Sanwa where he managed their European fund. The manager employs a mixture of top down process (to identify attractive industries / sectors) with disciplined bottom up analysis in order to select the "best in Sector". The particular focus is on: Quality of management, Company profitability, Competitiveness (market position, brand power,pricing power & industry consolidation), Financial soundness, Relative earnings growth & Relative valuation.
The portfolio will invest in a mixture of larger and medium size companies although there will be an emphasis on companies capitalised at over 1bn Euros (min 65% weighting).
The manager views his style as contrarian and will switch between sectors depending on how he views the economic climate and will also seek short term trading plays.