Hedge Funds

Dickson looks to profit with divergence from consensus

by

Former Fidelity and Och-Ziff man Dickson has almost completed a year with his new DCM venture - and the track record in a savage period for equities is racking up well

Drew Dickson, founder of Dickson Capital Management, strives to formulate a view of European equities that is out of step with the consensus. But he does not believe that it is right to call him a contrarian investor.

Dickson's philosophy of how to generate alpha, formulated over more than a decade of intensively analysing western European companies, is perhaps best summed up in an excerpt from DCM's latest