If you are choosing an actively managed equity fund, should you look for a manager that says it invests with conviction and doesn’t just follow the benchmark index? Or is it better to use a manager who takes smaller bets around the benchmark? High conviction managers typically invest in a smaller number of shares and take bigger stakes in each share they think will deliver good returns. Written by Laura du Preez with insights by Gavin Wood (via Meet the Managers virtual conference) – CIO for Camissa Asset Management.
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