From
Fund Selection
30 August 2012
David Bulteel
“May proved to be another risk-off month as markets, particularly equities got whip-sawed around again. Conversely, this was unhelpful for the Thames River Global Bond Fund which has various short-duration positions within its portfolio. The fund is rooted to bottom of its sector and we shall be keeping a careful eye on it, although the key managers are among the most experienced in the industry.”
