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One Size Doesn't Fit the Globe |
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Author: Ticker Magazine
123jump.com
Last Update: 1:20 PM EST September 28 2006
Click here to view the detailed PDF version
 Brett Galagher |
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“The part of the investment process where
we can add the greatest value is at its beginning (idea generation) and end (implementation). The middle stage, data
gathering, is not one where we can add value
and we like to outsource it – either to Julius Baer’s Zurich analysts or to Wall
Street’s sell-side. ”
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| Julius Baer Global Equity Fund |
A major differentiator for this global fund lies in its stockselection approach which varies across sectors and regions. A uniform, “one size fits all”, strategy would be too confining, as would adhering to a strict growth or a value discipline,
according to the manager Brett Gallagher. He needs the flexibility to analyze what’s important to the market at a given time and an organization able to quickly process that
information.
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