Marjolijn Breeuwer

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From Fund Selection 01 November 2004

By PWM Editor

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.”

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