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Why a star loan investor is reshaping his exceptional fund

Geoff Miller, chief executive of GLI Finance, explains how and why he is reshaping a portfolio that has delivered exceptional returns.

Over the past three years GLI Finance has generated a total return of 106%, with approximately half coming from share-price appreciation and half from dividends. The FTSE All Share has returned 31% through the same period.

However, GLI Finance is now seeking to change what has been a winning strategy by spinning off its loan book. Miller tells Wealth Manager why 'it is time to move on from a passive loan strategy', and insists that the fund's yield of around 10% can be maintained through the new portfolio.

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Profile: The opportunity set that attracted Brett Williams to wealth management

Profile: The opportunity set that attracted Brett Williams to wealth management

Brett Williams is best known for helping to build some of the biggest platforms in the IFA market.He made the move over to wealth management to head SEI’s UK business earlier this year in the belief that this is where the best opportunities now lie.

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