Magnus: Summer Series of Fund Manager Interviews

Magnus, Wren Sterling’s Group Discretionary Fund Manager, has been out and about speaking with some of the Fund Managers whose solutions sit in the Magnus portfolios, which some Wren Sterling clients are invested in.

Rory McPherson, Magnus’ Chief Investment Officer is usually answering the questions, but this time he’s asking them of Alex Wright of Fidelity, James Knoedler of Evenlode and Paola Bins of Royal London.

Paola Bins, Royal London Asset Management

In a world where central governments are struggling to pay down debts, yet companies appear willing and able to make decisions around their cost base, Paola Bins sees opportunity in short-dated corporate bonds.

James Knoedler, Evenlode

The New York Times has pivoted from journalism to a subscription-based premium journalism model. James Knoedler explains how the characteristics of the New York Times makes it appealing for Evenlode.

Alex Wright, Fidelity

In the three years that Magnus has been invested in Fidelity’s Special Situations Fund, much of the profit has come from unglamorous stocks, like banks. Alex Wright explains why this is the case and where future growth could come from.