Active managers need to take risk on smaller companies and off-benchmark names to find returns well above the average. In the latest edition of ‘Selector snapshot’ one Paris-based selector shares where several such managers can be found.
Selector: Vincent Morel
Company: Financière Arbevel (France)
Asset managers at Polar Capital are professionals, knowledgeable, acute and smart investors. We are interested in several of their strategies, such as their thematic funds.
This has seen us add Polar Capital Healthcare Opportunities and Polar Capital Global Technology - as well as their regional equity funds, such as the Polar Capital North American and Polar Capital Emerging Markets Income funds.
They differentiate themselves from the crowd by being active managers, as well as really, truly being benchmark agnostic, and the managers have shown they are not afraid to invest in mid-cap names where value is plentiful.