Gary Potter (L) and Rob Burdett

co-heads of multi-management, Thames River

Based in: London, UK

“Having ended 2010 strongly the tone was more muted in January as rising commodity prices and input costs were factored into inflation expectations. Europe was the one positive area, with emerging markets falling the furthest. The best performing fund of the selection was the CF Odey UK Absolute Return fund more than doubling the return of any other holding. The Veritas Asian fund was the worst, suffering the fate of Asian markets which fell as investors sold risk. We have made a number of fund changes this month to reflect our pragmatic approach to 2011 which we see as a year of continued volatility and opportunity.”