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Lipper Alpha Insight - Fund Manager Chat

Apr 27, 2018

In this podcast, Robin Geffen, CEO of Neptune and manager of the Neptune Global Alpha Fund and James Dowey, CIO and Chief economist of Neptune, outline the philosophy and positioning of this portfolio.

They outline why they have chosen a fully flexible mandate for this proposition and how this has resulted in the...

Apr 24, 2018


In this podcast, Tony Finding, co-manager of the M&G Episode Allocation Fund outlines his fund philosophy and discusses the benefits of a diversified portfolio in a complex "late-cycle" environment.

He outlines his comparatively high level of equities exposure, areas of the market he is avoiding, and explains why he...

Apr 6, 2018

In this podcast, Graham Clapp, fund manager of the RWC Continental European Equity Fund introduces his recently launched fund and outlines its philosophy and process.

He discusses his current portfolio positioning, the opportunities he is seeing in European stock markets and examines some of his portfolio biases in...