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.
5 – Joe Root
On his slim shoulders rest many of the nation’s hopes and while he is small in stature, his timing is exquisite and, as he proved in Cardiff he can ride his luck and knows how to hit a long ball.
Fund – Twentyfour Dynamic Bond Fund
Announcing in March that it had raised its minimum investment amount to £50m in a bid to keep the fund around the £750m mark, Twentyfour was quick to make it clear it intends to keep the fund small enough to remain a high conviction portfolio with a concentrated number of issuers.
The go anywhere nature of the fund is, like Root, aggressive and well-shaped for the low liquidity type of market currently facing investors.
Tags: Investment Strategy | Wealth Management
