Francis Brooke is a director of Troy Asset Management and manager of its income fund, which has outperformed almost all its competitors, on both an absolute and risk-adjusted basis, since its launch in 2004.
Guy Monson is the London-based Chief Investment Officer and Managing Partner of Sarasin & Partners, the Swiss private bank and fund management business. Sarasin was one of the first fund companies to embrace global thematic investment. Guy is one of the professional investors whose views I monitor on a regular basis. In this Q and A, he makes the case for quality equities being the new “risk-free asset”.
Richard Oldfield, the subject of our latest Q and A, is the founder and chief executive of Oldfield Partners, a privately owned investment management firm with $2.8 billion under management, invested wholly in equities “on a concentrated, value-focused, index-ignorant basis”. Before founding Oldfield Partners in 2005 he was for nine years chief executive of a family investment office. He is chairman of the Oxford University investment committee and of Keystone Investment Trust plc.