In my October Watching Brief post I introduced a Digging Deeper topic initiated by readers who wanted some pointers on identifying manager style.
You may find it useful to read the introductory comments when I suggested starting with the house style. In the example I chose, which was a real request to me for comment on a fund, I have been looking at the Baillie Gifford Income Growth fund.
The managers in person – getting to know them
I think all readers will know that you can find out who in person manages a fund using resources like Trustnet and Morningstar and most of the time you will easily find a short biography, supplied by the employer and consistent in all research sources. This bio may be expanded on the fund provider’s own web site but that is in my experience unusual.
Base facts that I usually pay attention to are:
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