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Investment secrets from the Thames River multi manager team

FE Trustnet is offering its readers the chance to quiz Gary Potter and Rob Burdett next Wednesday at 10:30am.


Gary Potter and Robert Burdett, co-heads of multi-manager at Thames River, will be joining FE Trustnet for an interview via Twitter on Wednesday 8 August. 

Following on from the success of our Twitterview with MAM’s Gervais Williams, the fund managers will be taking questions from IFAs, private investors and other industry experts.

With the Retail Distribution Review (RDR) coming into force from 31 December this year, independent advisers are expected to turn increasingly to multi-manager solutions for their clients.

Whether you want to find out how multi managers are looking to stay one step ahead as the industry evolves or you want to know more about how to make headway in a low-growth environment, you can submit your questions now by commenting at the bottom of this article or emailing editorial@financialexpress.net. 

The interview will start at 10:30am and last for around half an hour. To see your questions answered live, make sure you are following us on @Trustnet and search for the hashtag #trustnetlive.

Potter and Burdett made their name at Credit Suisse where they were responsible for the investment house’s multi manager range.

They now run the hugely popular Thames River Distribution fund.

Performance of fund versus sector since launch

ALT_TAG

Source: FE Analytics



According to FE data, it has returned 15.02 per cent since it was launched in October 2007. By comparison, the average fund in the Mixed Investment 20%-60% Shares sector has returned 8.51 per cent over the period.



 
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B Aug 07th, 2012 at 02:18 PM

For the first time in living memory, Theo makes a salient point. Potter and Burdett seem to be media darlings; perhaps they should spend more time actually managing as opposed to blowing their own trumpets?

Reply
Theo Aug 03rd, 2012 at 04:24 PM

According to the TN tables, Thames river have 5 funds, all of them multimanager. None of them are in the top quartile and 80% are in the bottom quartile.

In terms of 3-year alpha, all of them are negative to an embarrassing degree. As regards volatility, their FE Risk scores are all above sector average.

Yet their TERs range from 2.33% to 2.75%, the highest average I have seen from any fund house. Are you sure you want readers to ask such questions? It will be embarrassing for your quests.

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Fund mentioned in this article

F&C MM Navigator Distribution

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Group mentioned in this article

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Managers mentioned in this article

Gary Potter

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Robert Burdett

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