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Man GLG Innovation Equity

This dispersion of analyst opinion presents a key input to the investment strategy. The fund manager spends his time scrutinising differences in investment opinion and modelling assumptions of the analyst community. If there is some disagreement amongst the community then he will dig into the reasons for disagreement and form his own view of his own on the sources of disagreement. This will lead his decision on whether a given company looks attractively mispriced or not.