Sabre Global Value and Income Fund

Ross believes that those companies whose management own shares in the company are likely to be better than those that don’t. And of course he practices what he preaches!

I am always nervous about reviewing a fund with a limited track record.

We have recently met Ross Hollyman who is the manager of the Sabre Global Value and Income Fund. The fund was only launched in September 2014 however the manager has experience of running the strategy going to 2000 when he managed the Flemings European Strategic Value Fund and more recently the GAM European Systematic Value Fund.

The fund remains small (currently £6 million of assets) but is steadily gathering assets.

There are three reasons why investors may consider this fund:

  1. Global Focus – the strategy is globally diversified, currently there is a fairly equal weighting across North America, Asia and Europe
  2. Manager aligned to client interests – Ross invests all his money in the fund and takes no salary
  3. Systematic, tested process of management

In this update we will focus of the style of management.

Fund Facts Morningstar

Notes

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