Contrarian style delivering the goods

Sanjeev Shah | Fidelity Special Situations Fund
Fri 27 August 2010 | Duration: 8:33

Sanjeev Shah, manager of the Fidelity Special Situations Fund, believes there are opportunities in the UK despite difficult conditions. The fund has a good performance record since he took over from Anthony Bolton 3 years ago. Watch the Contrarian style delivering the goods video.

Harry Nimmo - Small is beautiful
Harry Nimmo | Standard Life UK Smaller Companies fund
Tue 20 July 2010 | Duration: 13:00
Harry Nimmo, manager of the Standard Life Investments UK Smaller Companies Fund, explains why he believes a challenging economic environment suits his investment style, and why his holdings are well placed to prosper despite the anaemic outlook for economic growth.

Ashton Bradbury - Improving corporate prospects to outweigh wider economic concerns
Ashton Bradbury | Head UK Equities, Old Mutual
Fri 02 July 2010 | Duration: 11:10
The recent falls in the UK stock market reflect its current focus on wider economic issues such as the Euro zone debt crisis and Chinese economic policy.

Anthony Eaton - Profit from the planet’s industrialisation
Anthony Eaton | JM Finn Global Opportunities
Fri 25 June 2010 | Duration: 12:11
Anthony Eaton manager of the JM Finn Global Opportunities fund discusses how in his view this fund isn’t a run of the mill global fund.

Adrian Frost - prospects for dividend growth
Adrian Frost | Artemis Income Fund
Fri 11 June 2010 | Duration: 6:28
Manager of the Artemis Income fund, Adrian Frost, discusses the recent fall in the markets and addresses the question of BP in this exclusive video.

Nickols - Smaller companies set to deliver earnings surprise
Daniel Nickols | Old Mutual UK Select Smaller Companies Fund
Thu 03 June 2010 | Duration: 10:21
Smaller companies have had a strong start to 2010, though the sector has been volatile with a range of factors contributing to risk aversion amongst investors.

Snowden - Optimistic despite Greece
Stephen Snowden | Old Mutual Corporate Bond Fund
Fri 21 May 2010 | Duration: 4:21
Stephen Snowden, manager of the Old Mutual Corporate Bond Fund explains why he thinks the markets losing confidence in Greece’s ability to pay its debts will eventually lead to some form of default.

Harrison on Greece, oil and elections
Leigh Harrison | Threadneedle UK Equity Alpha Income
Fri 07 May 2010 | Duration: 6:38
In this exclusive video, Leigh Harrison, manager of the Threadneedle UK Equity Alpha Income fund, discusses the market volatility of recent weeks, how Greece has affected the markets and what a hung parliament may mean for investors.

Michael Konstantinov - Building BRICs
Michael Konstantinov | Allianz RCM BRIC Stars fund
Tue 04 May 2010 | Duration: 5:44
Michael Konstantinov, manager of the Allianz RCM BRIC Stars Fund, explains that BRIC stock markets are being well supported by earnings growth, and that he believes they remain attractive from a risk/reward perspective.

New Launch – Schroder Global Alpha Plus
Virginie Maisonneuve | Schroder Global Alpha Plus fund
Mon 26 April 2010 | Duration: 4:33
In this video interview from Schroder, Virginie Maisonneuve, manager of its new Global Alpha Plus Fund, discusses her strategy for this new launch.

Pramit Ghose: Prospects for dividend growth
Pramit Ghose | Elite Bloxham Global Equity Income
Thu 15 April 2010 | Duration: 10:45
Pramit Ghose, manager of the Bloxham Global Equity Income fund, provides his current views on the market and explains his current optimism for dividend growth within the fund. He also assesses the likely impact of the UK’s forthcoming general election.

Tim Russell: My strategy
Tim Russell | Cazenove UK Absolute Target fund
Fri 26 March 2010 | Duration: 9:28
Tim Russell, manager of the Cazenove UK Absolute Target Fund, explains his current strategy. Despite the recovery in more economically sensitive stocks last year, he holds the view that significant economic headwinds remain, and that a ‘double-dip’ recession is still possible.

Tony Nutt - focus on quality
Tony Nutt | Jupiter Income
Fri 12 March 2010 | Duration: 11:50
In this exclusive video interview, Tony Nutt, manager of the Jupiter Income Fund, discusses his approach of seeking undervalued companies.

Philip Gibbs: My approach
Philip Gibbs | Jupiter Absolute Return
Fri 05 March 2010 | Duration: 12:13
In this video interview, Philip Gibbs, manager of the recently launched Jupiter Absolute Return Fund, shares his current market views and explains how the fund is positioned at present.

Domestic spending to drive South East Asia
Allan Liu | Fidelity South East Asia
Fri 26 February 2010 | Duration: 6:58
Allan Liu, manager of the Fidelity South East Asia Fund, reviews the fund’s performance over the past year and gives an overview of the fund’s current positioning.

Earnings growth the key to success
Bill Mott | PSigma Asset Management
Mon 22 February 2010 | Duration: 12:17
Bill Mott, manager of the PSigma Income Fund, explains the themes around which he is currently basing the portfolio.

Our dynamic approach
Paul Marriage | Cazenove Capital Management Absolute UK Dynamic
Thu 11 February 2010 | Duration: 10:35
Paul Marriage, who co-manages the Cazenove Absolute UK Dynamic Fund with Neil Pegrum, gives an overview of the fund since launch.

William Littlewood: Strategic Capability
William Littlewood | Artemis Strategic Assets Accumulation
Fri 05 February 2010 | Duration: 11:39
William Littlewood, manager of the Artemis Strategic Assets Fund, explains his belief that political factors are absolutely key to the UK’s future prospects.

Strong companies emerge even stronger from recession
Alex Darwall | Jupiter European
Tue 02 February 2010 | Duration: 10:00
Alex Darwall, manager of the Jupiter European Fund, explains how the portfolio’s construction prior to the credit crisis aided its performance last year.

Government reforms all important in Japan
Simon Somerville | Jupiter Japan Income
Tue 02 February 2010 | Duration: 9:54
Simon Somerville, manager of the Jupiter Japan Income Fund, explains how the Japanese economy’s exposure to the global consumer meant it was one of the worst hit by the global downturn.

Earnings growth is the key to success in China
Philip Ehrmann | Jupiter China
Tue 02 February 2010 | Duration: 7:39
Philip Ehrmann, manager of the Jupiter China Fund, explains why he believes the fund could potentially grow significantly this year; perhaps by 25%.

Growth opportunities in an uncertain world
James Thomson | Rathbone Global Opportunities
Fri 29 January 2010 | Duration: 10.59
James Thomson, manager of the Rathbone Global Opportunities Fund, explains why he is reducing the fund’s 38% cash weighting down to 13% after sensing renewed hope in the stock market.

Interview: Invesco's Paul Read
Paul Read | Invesco Perpetual Tactical Bond
Thu 21 January 2010 | Duration: 5:57
Paul Read discusses how his new Tactical Bond Fund differs from traditional corporate bond funds by targeting the best total return rather than providing a consistent yield.

Economic update from Cazenove
Richard Jeffrey | Cazenove Capital Management
Thu 07 January 2010 | Duration: 14:43
Richard Jeffrey reviews the events of 2009 and explains why he believes the UK economic outlook remains uncertain as we move into 2010.

Avoiding the dividend cuts
Tineke Frikkee | Newton Higher Income
Wed 30 December 2009 | Duration: 9:57
Tineke Frikkee, manager of the Newton Higher Income Fund, explains her strategy and gives details of how the fund has managed to avoid the worst of the market’s dividend cuts.

Interest rates remain key for bonds
John Pattullo | Henderson Strategic Bond
Mon 21 December 2009 | Duration: 7:08
John Pattullo explains why he has constructed a portfolio with a relatively low level of sensitivity to changes in interest rates.

Income remains my top priority
Leigh Harrison | Threadneedle UK Equity Alpha Income
Mon 14 December 2009 | Duration: 10:59
In this exclusive video interview, Leigh Harrison, manager of the Threadneedle UK Equity Alpha Income Fund, explains that his main focus is on maintaining and growing the fund’s distributions.

James Donald: Focus on fundamentals
James Donald | Lazard Emerging Markets
Fri 27 November 2009 | Duration: 8:03
In this exclusive video interview, James Donald, manager of the Lazard Emerging Markets Fund, reviews the last twelve months and gives his outlook for the future.

Update on HL Multi-Manager funds
Lee Gardhouse | HL Multi-Manager
Fri 20 November 2009 | Duration: 7:50
Lee Gardhouse discusses how the Hargreaves Lansdown Multi-Manager funds have performed, and reveals where he is currently finding opportunities.

Harries: A global perspective
James Harries | Newton Global Higher Income
Tue 17 November 2009 | Duration: 9:54
James Harries, manager of the Newton Global Higher Income Fund, explains that he believes that a normal cyclical economic upturn looks unlikely, and sees the withdrawal of stimulus measures worldwide as a significant threat to economic recovery.

Boucher: The case for AgriSar
Henry Boucher | Sarasin AgriSar
Fri 13 November 2009 | Duration: 7:49
Henry Boucher, manager of the Sarasin AgriSar Fund, underlines the case for investing in the agriculture sector. He believes that the growth in world population and changing diets in the developing world present significant opportunities for investors.

Buxton: Prospects for the UK market
Richard Buxton | Schroder UK Alpha Plus
Tue 03 November 2009 | Duration: 16:12
Richard Buxton, manager of the Schroder UK Alpha Plus Fund, admits that the events of October 2008 took him by surprise.

An unfaltering investment philosophy
Andrew Yeadon | Schroder Managed Balanced
Thu 22 October 2009 | Duration: 15:29
Andrew Yeadon, manager of the Schroder Managed Balanced Fund, looks back at how the fund fared in the difficult markets of 2008, and explains that these unique conditions haven't altered his investment philosophy of seeking value and managing risk.

Holt: The prospects for corporate bonds
Eric Holt | Royal London Sterling Extra Yield Bond
Fri 02 October 2009 | Duration: 6:58
Eric Holt, manager of the Royal London Sterling Extra Yield Bond Fund, explains why he thinks the corporate bond market is still attractively priced on a medium-term view. He also comments on the two main risks faced by corporate bond investors; increasing interest rates and inflation.

Focus on long term income says Stick
Carl Stick | Rathbone Income
Mon 28 September 2009 | Duration: 9:25
Carl Stick, manager of the Rathbone Income Fund, explains how the 2008 bear market has led to changes in his investment philosophy, which he hopes will strengthen the fund's future prospects.