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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.

Managers


Fund Manager - Fiona Harris
Fiona Harris

Fund Manager - Don San Jose
Don San Jose

Fund Manager - Daniel Percella
Daniel Percella

January 2014

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

Other Investment Trusts

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 31 July 2014 in terms of AUM and number of investment companies