Citywire Selection Verdict: Robin Hepworth tends to steer away from what the benchmark is doing and is underweight North America which he continues to find expensive. He prefers Asian companies which are a key overweight position within his fund, with more than a quarter of his portfolio invested in the region. A long term investor, Hepworth has little enthusiasm for the indebted West and is in bearish mode. He has delivered consistent returns and tends to hold out relatively well in downward markets.
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