Martin Currie North American Fund

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Mutual Fund Q&A:

Opportunity from Change

Author: Ticker Magazine
123jump.com
Last Update: 1:05 PM EDT October 12 2007

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Tom Walker		“We believe that earnings change in a company is the driver of its market price, and that the change has a longer life span than most investors are willing to wait for.”
		Martin Currie North American Fund

Incorporating thematic and top down views, Tom Walker, manager of Martin Currie North America Fund, constructs a relatively concentrated portfolio of 40 stocks, which represent the research team’s highest conviction ideas. Stock selection aims to identify high quality companies going through a long-term positive change.

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