What's Hot? Aberdeen's Mike Turner on how he constructs his portfolio

How do you construct your portfolio? We take a high conviction approach to investment decision making within our portfolios. This applies to both asset allocation and stock selection decisions. In terms of asset allocation, the broad asset class allocation decision is the first stage in the investment process and is looked at from a high level global perspective. This is then complemented by a tactical approach by the portfolio management team. The investments within the portfolio are a combination of individual securities, in the case of equities, and pooled funds. Pooled funds man...