Rathbone Global Opportunities

An equity fund investing in stocks on a global basis.

James identifies themes both at a macro and industry level looking for companies with innovative approaches, shaking up their industries. This tends to lead James towards earlier stage growth companies, predominantly in the mid-cap range although the portfolio is balanced through holding a more defensive bucket of holdings that are less economically sensitive. The fund is flexible and not constrained by geographical limitations and sectors. The fund is very much run via stock selection with a core holding of around 50 stocks.

 

We like this fund as James has demonstrated his ability to navigate the global equity markets successfully for over 10 years. He is not afraid to follow his conviction and so will hold a high degree of active risk in both geographic and sectoral allocation. Similarly, James is happy to admit when he is wrong and will cut his losers quickly.