Portfolio Fund Detail

Willis Owen Research Commentary

Clive Beagles and James Lowen have co-managed this fund since launch. Their skills are complementary; Beagles tends to focus on economic factors and trends to generate ideas, while Lowen focuses more on company analysis. The two have proved highly adept and disciplined in applying their contrarian approach to equity-income investing that focuses on companies with an above-market dividend yield and reasonable growth prospects. The fund has had a long-standing bias to smaller companies which has proved to be a tailwind over the years but also adds to the fund's volatility.

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