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RWC's latest star recruit on his short retail conviction

Graham Clapp,  the former Fidelity star whose Pensato Capital was purchased by RWC Partners last year, explains where he is currently feeling the most conviction in both his short and long books.

He also explains why he is seeing opportunities in former Warsaw Pact countries.

Over the last three years, Clapp has returned 13.4% versus a peer average 11.8%. 

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Graham Clapp
Graham Clapp
44/193 in Equity - Europe (Performance over 3 years) Average Total Return: 36.75%
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