Fund Manager Q&A: Odey Allegra Developed Markets

Q&A:

1) What is the underlying strategy of the fund?

Long-term capital appreciation through investing predominantly in global equities.

Best ideas stock-picking fund with 30-50 positions focused on developed equity markets Research-intensive strategy, leveraging Odey’s macro & fundamental research.

 

2) Are there any particular types of company you favour?

Market leaders with defendable position

Earnings visibility and brand strength,

Balance sheet strength,

Low leverage and prudent accounting

Sectors where capacity is reducing and prices are firming

Owner-managed businesses

Companies where perceived risk is greater than actual risk

 

3) Which areas contributed the most relative value to the fund in 2015?

This is a very bottom-up, stock-specific strategy.

The key winners in 2015 were (in order) –

  • Regus +3.99%
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