View more on these topics

Thames River looks at full disclosure

Thames River Capital is revamping its multi-manager fund factsheets, with full disclosure of all the holdings in its portfolios a probability.

The separate market commentaries that currently appear on each factsheet will be replaced by a single commentary covering all funds because managers Gary Potter and Robert Burdett found that they were repeating the same information across more than one fund.

The co-heads of multi-manager have also been awarded an AAA rating from Standard & Poor’s for their global boutiques fund. Previously, the fund had an AA rating, but this has been upgraded due to consistent top quartile performance, above average returns and the long-term track record of Potter and Burdett.

The fund aims for growth by investing in funds from management groups regarded as boutique in nature. Potter and Burdett have benefited from a boutique culture themselves at Thames River Capital, allowing them to focus on managing clients’ assets and spend the majority of their time looking for suitable investments for their portfolios.

In global boutiques, Potter and Burdett are sticking to the tried and tested. They are investing in experienced managers and companies which have at least three years experience of administering funds.

Potter says: “We look for great bottom up fund managers. We think boutique managers are better at protecting on the downside. They have smaller portfolios, less correlation with benchmarks, and have often learnt their trade at the big management groups.”



The many faces of Barclays

Barclays is continuing to publicly champion raising standards of advice and increasing consumer confidence whilst rejecting complaints from customers unhappy with the service they were given by its multi-tied advisers.


Déjà vu- Keydata under review

Questions have been raised over regulatory standards after it emerged that Keydata was reportedly subject to scrutiny by the FSA eight years ago over potentially “misleading” Isa guides.

Tech winners keep on winning

By Ali Unwin, chief technology officer & fund manager, Neptune Artificial intelligence, driverless cars, big data. As technological advancements – and disruption – increasingly dominate headlines, Ali Unwin sets out six key themes he is watching in 2017. Read more Important Information Investment risks Neptune funds may have a high historic volatility rating and past performance […]


News and expert analysis straight to your inbox

Sign up


    Leave a comment