It also currently has a distinct geographical skew, with the manager finding the best opportunities in Japan and Vietnam.
While equity valuations have risen to unappetising levels across much of the developed world, Greg Fisher continues to find fertile ground for cheap stocks.
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By disregarding mainstream opinion and venturing off the beaten path, we believe the fund will continue to add real value to long-term investors.
Tom Yeowart is the portfolio manager of Troy Asset Management’s Spectrum Funds
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