The Henderson UK Equity Long Short Fund operates a medium-term strategy with a short-term tactical overlay.
Although the contrarian investment team uses external sources of information such as sell-side broker reports, the majority of research is undertaken in-house by the fund managers. The strategy is bottom-up and investment ideas come mainly from in-house research and are then looked at further to probe risk and reward.
Through this process the fund managers seek to find instances where they
The week on Risk.net, July 14–20, 2017Receive this by email