Portfolio Fund Detail

Willis Owen Research Commentary

Co-managers John Pattullo and Jenna Barnard are talented fixed-income managers and have a long and solid history of working together. The managers employ a flexible and unconstrained strategy looking to add value mostly from asset allocation. The fund is primarily influenced by the managers' assessment of wider economic and market factors. These are married with specific stock analysis with a healthy regard for valuations. They can invest across the fixed-income spectrum but have historically had a bias to corporate bonds. The managers have demonstrated an aptitude for analysing the economic cycle and positioning the portfolio accordingly over time, which is key to such a flexible strategy.

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