Boston Company US Opportunities Fund

if you believe the tide is changing and that 2015 is a reflection of what could happen in the future then this fund is worth considering


To invest in the US is very tricky and there is a strong argument that as very few funds outperform the index investors wanting to get returns from this region would be better to invest in a passive fund. On the flip side although this is almost certainly true of the last five years there is some argument that going forward this might not be the case.

Over the last five years a manager would be exceptional to outperform the index, going forward to get returns will be harder and therefore it will be as much about picking the right companies as avoiding the bad ones. Something an index can’t do.

In our latest review we met with Michael Arends who is part of the investment team behind the Boston Company US Opportunities Fund. What interested me was the statement that the fund outperformed the index in 2015. Looking at the figures it did over double the index in 2015, slightly outperformed over 3 years and underperformed slightly over 5 years.

The argument is therefore if it has been able to slightly outperform over three years and an investor believes that active is the place to be moving forward then this is a fund to consider…(read more)

Fund Facts Morningstar


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