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1 September 2008
The initial investment by the Fitzwilliam Balanced Growth Fund will be £3 million. The mandate will be invested in the FOUR Active UK Equity Fund. FOUR’s Active fund invests in 40 to 60 holdings on a bottom-up basis and has comfortably exceeded the FTSE All Share Index since its launch.
Derrick Dunne, a partner of FOUR, said “We are very pleased to be appointed by BDOSHIM. Sharon Segal and her colleagues have a strong reputation in the fund-of-funds market. We look forward to making a positive contribution to their UK equity performance”
Sharon Segal, manager of the Fitzwilliam Balanced Growth Fund and Investment Director at BDO Stoy Hayward Investment Management, said: “We have been impressed by the team at FOUR. They have passed our stringent due diligence process and bring to the Fitzwilliam fund a trusted and experienced team with a proven track record. They have an investment philosophy that is very much in line with our own and I believe that utilising their skills will add significant value to the long term performance of our fund”.