Mike Turner, manager of the Aberdeen Managed Distribution fund, reveals how he differentiates his portfolio in a crowded market.
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...
To continue reading this article...
Join Professional Adviser for free
Signup and gain exclusive members-only insights
- Unlimited access to real-time news, industry insights and market intelligence
- Stay ahead of the curve with spotlights on emerging trends and technologies
- Receive breaking news stories straight to your inbox in the daily newsletters
- Make smart business decisions with the latest developments in regulation, investing retirement and protection
- Members-only access to the editor’s weekly Friday commentary
- Be the first to hear about our events and awards programmes
