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Dalton backs local knowledge

Dalton Strategic Partnership partner Richard Jones believes it can be a competitive advantage to have a local manager in an inefficient market.

The firm has a number of emerging funds under the Melchior banner, including an Indian opportunities managed by UR Bhat. Jones says: “There are exceptions to the rule but if your style is dependent on seeing the manager, then it can be an advantage to have someone who works in the region. India, for example, has fewer brokerages and coverage of stocks is not as well documented so it helps to have someone based there who is well plugged in to the business community to unearth investment opportunities.”

But Jupiter India fund manager Avinash Vazirani says: “The location of the fund manager is a minor issue that should not be overemphasised. That is not to say that meeting managements face to face is not critical. Understanding gained through visiting company operations and speaking to the right people is crucial to long-term performance. Distance can also work in your favour as it can remove you from the noise of the market.”


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Guide: Johnson Fleming produces auto-enrolment checklist

For a job as big as managing the auto-enrolment changes, it’s important to know what has been completed and what still lies in front of you to give you the reassurance that everything is in hand. Getting the planning and project management right at the outset can help you see the path ahead and ensure everyone knows their roles and responsibilities. To help with this, Johnson Fleming has produced a checklist outlining every step that needs to be taken when preparing for auto-enrolment.


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