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The Fund Buyer

Latest Articles

The Fund Buyer is where our Fund Research team share what they are seeing from the fund managers they talk to and monitor. They are well placed to comment what managers are doing – typically holding over 800 meetings with fund managers each year, and currently providing research on over 200 active funds and investment trusts, along with their coverage of passive funds. The team bring together and compare funds, managers and market trends, giving you the latest investment news from across the world.

View the latest edition of the Fund Buyer

OS008914_QC_The_Fund_Buyer_Newsletter_2019-064

All insights

Japan: land of rising share prices?

17 December 2019

This has been a busy year for the fund research team in terms of overseas research trips. I went on my first ever Japan-focused research trip at the end of November, but the wider funds team has spent time in Zurich and Frankfurt on specific projects this year, as well as conducting its usual research trips to the US and Asia.

Fund Buyer

Three funds for 2020

16 December 2019

Last year we picked Vulcan Value, Veritas Asia and Baillie Gifford Japan Income Growth as our top three picks for 2019. At the end of November, all three are ahead of their respective markets, though I would emphasise that a fund is something for the long term, rather than just a calendar year.

CT Fitzpatrick manages the Vulcan Value Equity Fund, one of our highest conviction US funds. The fund's investment process focuses on finding high quality companies with stable and growing values, and which are trading at a discount to their true value. The fund has performed well since inception, despite a difficult post-financial crisis environment for value managers. Below CT shares his thoughts on his investment career so far.

Our research trip to Singapore and Hong Kong at the end of October was perhaps busier than any research trip I’ve been on.