David Hughes: I spread my risks, although recently have favoured Russia, Brazil & China.
Maurice Lawson: I favour the UK, because I understand it. You can usually find good value where other people think there is no value. Investors moving into emerging markets now have missed the boat.
Simon Tizard: I like emerging markets and the Far East, and I have a large proportion of my holdings outside of the UK, mainly via ETFs, but also through investment trusts. I like these vehicles because they give wide coverage at a low cost, and cost is particularly a factor for emerging markets.
Questions:
Which asset class do you favour?
Which region do you favour, if any?
Do you hold any "alternative" investments? (wine/cars/art)
Did you make any big changes to your portfolio in 2010?
Where do you find your investment ideas?
What has been your most profitable theme in the last five years?
What's the biggest investment mistake you've made in the last five years?
Who do your respect most as fund manager, and why?