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Private Equity briefings
Private Equity
Quality investing has been a favored investment approach in recent years of economic and marketn turbulence. But is this approach still relevant, as the valuations of many perceived high-quality companies have become overextended?
Principal and Assistant Portfolio Manager Francis “Frank” Gannon provides thoughts regarding the economy, the markets and small-cap investing. Frank, a former panelist on Louis Rukeyser’s Wall Street, has 19 years of investment management experience and joined our team in 2006.
Company:Legg Mason Global Asset Management
Published:25 January 2013
Business Area:Smaller Companies
RWC Global Growth Absolute Alpha is a long-short global equity Fund with a focus on companies that are either innovating or rapidly changing. These companies can offer interesting investment opportunities and share price mis-valuations as investors may lack the fundamental information used to assess
RWC Equity Income – Q4 2012 letter to investors.
The process of Aberdeen's Asia Pacific fund manager Hugh Young has stood the test of time. Here he shares some of his secrets, with the help of business cartoonist Fran Orford.
This Fund seeks to achieve capital growth through investing primarily in the stocks of medium to large companies domiciled in North America or which have significant North American operations.
This Fund’s aim is to achieve above average capital growth. This Fund will actively manage an exposure primarily to North American equities which will include long and short positions.
This Fund aims to generate long-term capital growth by investing primarily in small US companies.
The Fund aims to achieve capital growth by investing primarily in a selection of medium sized companies, which are constituents of the FTSE 250 (ex Investment Trusts) Index.
The Fund aims to achieve above average capital growth from a concentrated portfolio of both long and short positions in UK equities and UK equity derivatives. The Fund will maintain at all times a directional exposure to the UK equity market.
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