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Rockin’ Robin

I am a great admirer of Robin Geffen and believe he is the best global fund manager in the UK.

His two funds in the global growth sector, Neptune global equity and Neptune MM growth, are first and second in the large global growth sector over three years, up by 125 per cent and 144 per cent to Dec- ember 5, 2005, and have beaten all but two funds in the UK all companies sector over that period.

I particularly like the global equity fund and think it is ideal for all growth portfolios wanting a wide spread and for the small investor who only has enough money to invest in one fund.

Unlike most global investment managers, Geffen looks at sectors rather than individual countries because global companies are usually dominant in the area in which they operate.

The major sectors in which he invests at the moment are industrials, financials, energy and materials, with a smaller exposure to consumer staples, telecoms and healthcare. He has a very high weighting in emerging markets, amounting to about 40 per cent of the fund, with about 20 per cent in Europe excluding the UK, 15 per cent in North America, 12 per cent in the UK and 8 per cent in Japan.

He is cautious about the outlook for stockmarkets generally, especially the US, as there are many overvalued stocks in the growth and value sectors of world markets. However, he thinks there are some good opportunities where he can outperform the market. Some of his biggest holdings are Gazprom, OTB Bank, Peabody Energy, GEK Group and Sumitomo Trust and Banking.

Geffen is backed up by investment analysts who monitor 7,500 stocks worldwide. His success has been achieved by stock selection in the right sectors. This fund should certainly be on the short list for all growth investors.


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