Marjolijn Breeuwer
Marjolijn Breeuwer, manager selection team, Insinger de Beaufort Based in: Amsterdam, The Netherlands
“We decided to add GAM North American Growth to the US equity portion of our recommended portfolio. GAM North American Growth is managed by Gordon Grender ,who has a superb track record as a genuine specialist manager. His long-term horizon and focus on undervalued mid-cap stocks that have good growth potential have been rewarded over the past few years, and these, combined with his absolute return bias are likely to continue to lead to alpha generation.”
Amount (E) Fund
30,000 Insinger de Beaufort Multi-Manager Zeus (fund of hedge funds)
12,500 ABN Amro European bond (European bonds)
7900 Wellington US Equity Research (US large cap core)
7500 AXA-Rosenberg US Equity Alpha (US large cap core)
7500 Pimco Total Return (US fixed income)
6800 Thames River Global Bond (global fixed Income)
6000 GAM North American Growth (US all cap absolute return)
3300 JO Hambro Continental-European (large & mid cap )
2500 Thames River European (Continental-European large cap)
1900 Thames River Global Emerging Markets (emerging countries)
1600 Cambrian (US small/mid caps)
1500 Odey Pan European (top-down Pan-European)
1500 Liontrust First Income (UK core )
1400 Polar Capital Japan (Japan equity)
1400 Aberdeen Asia Pacific (Asia ex-Japan)
1400 Henderson Japanese Equity (Japan equity all cap)
1300 Invesco Perpetual High Income (UK core income)
1200 Ashmore EMLIP (sovereign high yield)
1000 Cazenove UK Growth & Income (UK top-down )
1000 Henderson Pan European Smaller Companies (Japan large caps)
800 Legg Mason Japan Equity (Japan large caps)
