June 2021: An update from Tom Record, manager of Majedie Global Equity Fund
Majedie Global Equity Fund accounts for 25% of the Net Asset Value (NAV) of Majedie Investments PLC. Here, fund manager Tom Record provides us with an update on how he and his fellow managers look to capture extremes across the style spectrum. Tom focuses on growth, while Tom Morris focuses on value and Adrian Brass on relative value. This results in a broad, differentiated portfolio shaped by idiosyncratic stock selection seeking to drive long-term, through-cycle, performance.