Equities
Skandia reshuffles Global Best Ideas line-up
Rob Langston, 09 May 2011
Skandia Investment Group (SIG) has dropped Treasury Asia fund manager Peter Sartori its Global Best Ideas fund and replaced him with Mark Fleming from Tiburon Partners.
Fleming will manage a £20 million Asia mandate for the Global Best Ideas fund. He was appointed following 'extensive research and analysis' by Skandia's research team.
Lee Freeman-Shor, portfolio manager at Skandia Investment Group, said, 'Any manager that we add to our best ideas funds has to successfully manage a paper portfolio and prove to us that their skill set at managing a broader portfolio is transferable to managing a ten stock mandate.
'Our research shows that Mark has demonstrated exceptional skill in doing this over the past year. He adopts a high conviction, focused and benchmark unaware strategy, applying a pragmatic and opportunistic approach with a contrarian/value bias that mixes top down and bottom up.'
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