Thursday, 25 Jan 2018
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Good Fund Managers

I keep a track of what some of the better fund managers are doing. It is all part of my "Flow Analysis" highlighted in this article:

Below is a table from the AFR on 25/1/2018 listing the best and worst fund managers last year. One way to track what they are doing is to go onto their websites and they will be only too happy to tell you about their funds and let you read their monthly or quarterly reports which usually includes their top 20. I keep track of them through substantial shareholders notices as well and my (bloody expensive) systems allow me to track fund managers and their latest purchases and sales which is essential information before making a move in midcaps. You might add the top five funds on this list to your bookmarks and check in on them

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