Herald
Article Abstract:
Herald is an investment trust that is focused on international smaller firms, and has Katie Potts as its fund manager. Sherwood is among the top 10 holdings. There is a focus on media and technology companies since these areas are seen as offering potential for growth. The United Kingdom accounts for 50% of funds invested, and the US carries great weight in the markets concerned, so there is also a focus on US firms. The strong sector focus helps the company to avoid some pitfalls in this market.
Publication Name: Investors Chronicle
Subject: Business
ISSN: 0261-3115
Year: 1999
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M and G Dividend Fund
Article Abstract:
M and G Dividend Fund has Patrick Harringtom as its leading fund manager, and the fund aims to provide some capital growth with a steadily rising income. M and G favors value investment, and this affects the fund. Value stocks have not performed as well as growth stocks in the two years to 1998, so M and G funds have tended not to perform well. The fund's main tend holdings include Provident National and National Westminster Bank. The fund did not perform well in 1997.
Publication Name: Investors Chronicle
Subject: Business
ISSN: 0261-3115
Year: 1998
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Phillips and Drew gets angry
Article Abstract:
Phillips and Drew Fund Management (PDFM) has been seen as a passive investor, but it has become more active and aims to unlock value in its investment portfolio estimated at 50 billion pounds sterling. The company has been affected by a drop in the stock prices for smaller firms in Oct 1998. PDFM is less active than some stockholder activists, but has moved away from Schroder Investment Management and Prudential, seen as more passive.
Publication Name: Investors Chronicle
Subject: Business
ISSN: 0261-3115
Year: 1998
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