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Key attributes

  • The portfolio is a product of the investment team's fundamental research investment approach and disciplined portfolio construction.
  • Aims to invest in companies that have a sustainable competitive advantage and are run by competent management teams who have a record of success and are good stewards of capital.
  • Focuses on owning companies that are trading at discount to their valuation.


Fund Manager - Don San Jose
Don San Jose

Fund Manager - Percella Daniel
Percella Daniel

January 2014

US Equity Client Portfolio Manager Fiona Harris offers an overview of 2013, presents key investments with an outlook for 2014.
Watch interview

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Our range of Investment Trusts offer investors choice and flexibility, backed by the experience and resources of the UK's leading investment trust manager.*

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*Source: AIC as at 30 November 2014 in terms of AUM and number of investment companies