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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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