Cybersecurity
Animal Health Margins Look Good to Head of $820 Million Fund
- Stonehage Fleming’s Smit says sector’s risk levels attractive
- Smit’s fund has strong tech stock weighting at 28 percent
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Technology and animal healthcare: the recipe for success at a global equities fund.
That’s the experience of Gerrit Smit, Stonehage Fleming Investment Management Ltd. head of equity management, whose Global Best Ideas Fund has outperformed most peers in the past 12 months. The returns have been built on eye-catching gains in animal health stocks, combined with a backbone of technology names in London-based Smit’s portfolio.