View the article online at http://citywire.co.uk/wealth-manager/article/a739674
Simon Brazier: don’t let politics curtail Royal Mail chief's strategy
by Danielle Levy on Mar 12, 2014 at 07:00
Likewise, Brazier is positive on AstraZeneca, which he views as trading on a more attractive valuation than many cyclical names.
During the second half of 2013, he has continued to reduce the fund’s underweight in mining, where he looks for self-help so the company isn’t reliant on commodities prices, management change and cost-cutting measures. First Quantum Minerals, Glencore Xstrata and Rio Tinto feature as holdings in the sector.
Over the three years to the end of January, Brazier has posted a 36.46% return versus a FTSE All Share return of 27.65%.
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- Royal Mail PLC (RMG.L)
- AstraZeneca PLC (AZN.L)
- easyJet plc (EZJ.L)
- N Brown Group PLC (BWNG.L)
- Reckitt Benckiser Group PLC (RB.L)
- Smith & Nephew PLC (SN.L)
- Diageo PLC (DGE.L)
- First Quantum Minerals Ltd (FQM.L)
- Glencore Xstrata PLC (GLEN.L)
- Rio Tinto PLC (RIO.L)
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On the road
by Dylan Lobo on Jul 28, 2014 at 15:00