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‘“Guns N’ Kurtosis”: Investing in the new Cold War era’

Posted by Barry Norris
22 Apr 2024

The fall of the Berlin Wall in 1989 marked the symbolic end of the Cold War. But it was an economic not a military victory; a realisation in the Soviet Union that communism could never bring the same economic advancement as capitalism.

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Investment Adviser 100 Club Member 2015Sauren Fondsmanager RatingLSEG Lipper Fund Awards

VT Argonaut Absolute Return Fund

The Fund aims to provide positive absolute returns in Sterling share class currency over a 3 year rolling period, utilising a variety of asset classes and regardless of market conditions. The Fund will not be managed against any formal benchmark.

FE Alpha Manager 2012Sauren Fondsmanager Rating

VT Argonaut European Alpha Fund

The fund offers investors exposure to a concentrated portfolio of European companies, managed using a high conviction, best ideas approach, with the aim of significantly outperforming the Europe ex UK stock market.

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