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Ecclesiastical Amity International
Markets
on Oct 29, 2012 at 10:01
Citywire Selection Verdict: Robin Hepworth continues to steer away from what the benchmark is doing and is underweight North America which he finds expensive. Instead he prefers Asian companies which are a key overweight position within his ethical fund. He sold his position in gold in late 2012 which had been a key position for a few years and has upped his position in selectively picked South East Asia stocks. A long term investor, Hepworth remains in bearish mode but has started reducing his cash positions to take advantage of low valuations.
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Citywire ratings: 10 fund managers dancing their way into May
by Nisha Long, James Poulter on May 22, 2013 at 12:11
2 comments so far. Why not have your say?
Anonymous 1 needed this 'off the record'
Nov 24, 2011 at 16:13
I what world are one year gilts yielding 5.25%?
report thisKnowledgable insider
Nov 24, 2011 at 16:42
Depends when they were purchased
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