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The bottom up stock selection process is driven by the assessment of four fundamental criteria: companies must have sound business strategies, good quality management, sound finances and attractive valuation. The decisions on stock selection will shape the portfolio at a sector and country level. Ideas are sourced through both internal and external research, with key ideas coming from the Pan European team. Although the fund operates a principally bottom up approach, economic trends do have an influence on the fund manager’s decisions and market and economic sentiment will be factored in to any decisions made. There is no rigid style of investing; therefore the composition of the fund may change over time. This could be reflected in the amounts held in growth and value, market cap size of stocks or sector preferences.