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This Focus 50 fund is co-managed by Robert Baltzer and Lucy Isles. The stock selection process is focused on identifying cash-generative companies whose bonds are trading on attractive valuations. Company research involves assessment of industry, competitive position/advantage, financial strength and management attitude. This produces a high conviction and fairly concentrated portfolio. The focus on company fundamentals, means the fund sometimes underperforms when wider economic factors are driving markets. Stringent monitoring and stress testing, along with a strict sell discipline should serve to minimise exposure to the inevitable default risk in the high yield sector.
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