Keystone invests mainly in UK companies, aiming to maximise total return through a value-based strategy focused on cash flow and dividends. The new manager, James Goldstone, has largely completed the transition of the portfolio he took over in April 2017, which has seen the trust maintain its thematic exposure to undervalued UK earnings, but take up new positions in the banking sector among others and sell down its tobacco and healthcare exposure. James has also hedged the core exposure to UK ea ....
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Keystone Investment Trust - Overview
- Published:
24 Oct 2018 -
Author:
William Heathcoat Amory -
Pages:
6
Keystone invests mainly in UK companies, aiming to maximise total return through a value-based strategy focused on cash flow and dividends. The new manager, James Goldstone, has largely completed the transition of the portfolio he took over in April 2017, which has seen the trust maintain its thematic exposure to undervalued UK earnings, but take up new positions in the banking sector among others and sell down its tobacco and healthcare exposure. James has also hedged the core exposure to UK ea ....