Strategy

The long and short of M&A

Cazenove's Tim Russell has been on the wrong end of bidding activity and has missed the resources boom in his UK hedge fund, each theme beguiling many of his peers. Even so, the manager has met his target of achieving 10% returns in his UK Equity…

Institutional-strength firepower

Neill Brennan's trading focus now is on European equities for Armajaro AM's market-neutral Coolum fund. However, his first focus upon joining Armajaro was to establish an institutional-strength company, says David Walker

Beyond Universal appeal

Risk, not returns, governs the way Stenham Advisors look at managing money. And after a century in the business, who's to say they're wrong - certainly not investors, whose assets with Stenham have just passed $1billion.

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