Exhaustive research and a fanatical attention to detail has given the transport strategy traction in a crucial but under-explored sector
Stock picker fund managers often boast about their in-depth research into companies, but few go to the extent that the managers of the Tufton Transport Investment Fund have.
For example, the global long/short equity fund, co-managed by Andrew Barker in London and Raymond Maguire in Hong Kong, uses supply-demand models to track and value every...