Portfolio Fund Detail

Willis Owen Research Commentary

This fund leverages the group's "Focus on Change" matrix investment approach. Alan Rowsell uses the matrix to rank 6,000-plus stocks on growth, momentum, quality, and valuation factors, with those found in roughly the top quintile serving as a starting point for idea generation. Each member of the small-cap team contributes to a "best ideas" list, from which Rowsell builds the core of the portfolio.

Below is the online factsheet for your selected instrument.

You can also view an Analyst Report as a PDF using the link below and if you are a registered user a more detailed report is also available.

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