Knowing how to react to periods of high inflation is difficult for investors who are going through it for the first time , but the experience of the late 1980s and early 1990s is etched into the philosophy of myself and the investment committee at Nexus IFA . During these times , we seek companies that can pass on costs and thrive , but finding fund managers with the necessary experience and track record is not as easy as it sounds . In the
Heriot Global fund , run by Dundas Global Investors , we think we ’ ve found a gem . What impressed us was the single-strategy focus and the fund ’ s outperformance of the index over the long and short term , thanks to the high-conviction approach of managers Alan McFarlane and Russell Hogan .
We are always on the lookout for funds that are built from the bottom-up using bespoke inhouse research . What stood out in the Heriot Global fund was the low turnover of holdings , aligned with relatively low volatility . This is crucial for our model portfolio strategy and is appreciated by our clients who are seeking long-term returns , growth and income . The fund invests in companies that demonstrate high levels of profitability and cash generation ,
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