There are advantages to being a high conviction investor in UK equities.
Evidence shows that global investors are the most underweight in their UK equity allocations they have ever been. Richard Buxton, head of UK equities at Merian Global Investors, has stayed put and stayed focused on generating high conviction stock ideas.
Fund manager, Richard Buxton, is head of UK equities at Merian Global Investors.
He is one of the most prominent and highly respected UK equity investors currently active in
The fund manager has an excellent long-term performance history, significantly outperforming the UK equity market for more than 10 years. He has done this almost exclusively through investment in large cap stocks.
The objective is to maximise long-term capital growth through a concentrated portfolio
of 30–40 stocks, with no benchmark or tracking error constraints.
Focused on high conviction stock ideas, the fund has stood the test of time through
rallying, volatile and defensive markets.
The Merian UK Alpha Fund is managed by Richard Buxton, one of the most experienced fund managers in the City. The aim of the fund is to maximise capital growth through investment in a portfolio of typically large cap stocks. This is done through extensive fundamental research, including careful analysis of business models, company balance sheets and industry dynamics.