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, September 8-14, 2018Receive this by email