After 17 years running CT Global Managed Portfolio, Peter Hewitt handed over to Paul Green and Adam Morris last June. The pair have reshaped the trust's Income and Growth portfolios, particularly the latter, and plan to reduce the number of holdings in each share class from 40 to around 30. Here, we look at the various trusts that they have bought and sold, and how their selections might help investors think about their own portfolio construction.
CT Global Managed Portfolio was listed in April 2008, just as the financial crisis was unfolding, but it can trace its roots to the F&C managed...
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