A strong focus on fundamental analysis is what gives the Martin Currie European Absolute Alpha Fund an edge over competitors.
"We believe that stock selection is the main driver of alpha generation and consequently our focus is on fundamental analysis and not trading," says Michael Browne, who runs the fund with co-portfolio manager Steve Frost. The two have been working together for 24 years and are investment directors of European long/short products for Martin Currie.
The European Absolute Alp
The week on Risk.net, December 2–8, 2017Receive this by email