North's team at LGIM strike high hit rate with thematic macro strategy
May 24, 2010
The experienced and diverse investment team behind the LGIM Global Macro fund have racked up a strong record of making the right calls through the global economic crisis so far with their concentrated and thematic macro portfolio approach
As a hedge fund style, global macro has fared better than most in the tumultuous market conditions brought about by the financial crisis. And it has certainly been high on the list of hedge fund investors as a favoured strategy area for allocation over the last two years.
David North and Ben GillOn a fund-by-fund basis, though, the results have been diverse - with some managers shooting the lights out and others struggling to break...
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