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Liongate warns on strategy

Fund of hedge fund managers could be overstating the value of accessing underlying managers that are closed to new business, says multi-strategy manager Liongate Capital.

It says many funds pitch themselves as adding value through due diligence and providing access to funds that would otherwise be unavailable to the average investor.

Partner Jeff Holland says: “Some managers try to say they could find access to single-strategy managers that investors may not know about or that were closed.

“Those things have become commoditised over time. We feel we add value by focusing on mid-sized managers and reallocating the portfolio in response to market shifts. The norm is to reallocate about 20-25 per cent of a portfolio but we reallocate about 45 per cent.”


Jefferson to leave Henderson

Henderson Global Investors head of UK wholesale Phil Jefferson is set to leave the group to pursue other opportunities.The move comes following a review that will see Jefferson’s position fall under the remit of Kate O’Neill, who will move from running the group’s £6bn offshore business to head up its pan European wholesale distribution and […]

Rise to the challenge

The sound of a gauntlet hitting the floor reverberated across the financial services industry earlier this month. Sir Callum McCarthy’s speech at the Gleneagles Savings & Pensions Industry Leaders’ Summit was a challenge to the industry to address fundamental questions. Callum surfaced some contentious issues that we have all deliberated upon from our own perspective. […]

SimplyBiz host IHT webcast

SimplyBiz and Zurich Intermediary Group are co-hosting a webcast by Technical Connections director Tony Wickenden to provide an exclusive presentation on post-Budget IHT planning. Technical Connections experts will also be involved in a live chat, held on the SimplyBiz website allowing member firms to ask questions on the presentation. Wickenden will give insights into IHT […]

Borrowers face mortgage burdens into retirement

More than a third of homeowners face the prospect of working into retirement just to pay their mortgage, according to research from The One Account.Some 36 per cent of homeowners predict they’ll be at least 60 before they own their home, and 43 per cent believe their mortgage prevents them from saving.For 25-29 year olds, […]

State of the markets: UK equity income

Artemis Income Fund manager Nick Shenton discusses the state of the UK equity income market with journalist Alexis Xydias. With the first three months of 2015 showing strong returns for both the Artemis Income Fund and UK markets generally, Nick Shenton discusses the fund’s top contributors – including overseas holdings Novartis and Bayer – and […]


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