Ashes Investment Blog: Funds, runs and the quest for balance
17 Jul 15
As with markets, so with cricket. After the variable bounce infused contest that saw Australia comprehensively beaten in Cardiff, the second test had started much more poorly for England on a road of a pitch at Lords – an indication of just how quickly things can change.
7 – Jos Butler
A safe pair of hands is what you want behind the stumps and, while Butler is still growing into the role, his keeping of late puts him ahead of Brad Haddin and, his batting puts him ahead of newcomer Peter Nevill. Although he has yet to come off this series so far, the expectation in his ability to help wag the English tail is high.
Fund – Marlborough UK Micro Cap Growth Fund
Like Butler’s batting, when micro caps come off, they do so rapidly, but there is always a risk they do not. As for the safe pair of hands, Giles Hargreave has substantial credibility in this regard over a career that began in 1986. Over five years the fund has produced a total return of 166%.
Tags: Investment Strategy | Wealth Management
