David Bultee

head of international portfolio management, Rensburg Sheppards IM

Based in: London, UK

“‘Investors flocked back to the equity markets after gaining reassurance from the flow of corporate and economic news. A positive surprise came from (the multi-cap, style blended) Polar Japan that delivered excellent absolute and relative performance. Concerns remain, with the quant-driven Blackrock US Flexible Equity and defensively minded Cazenove European. Both of these funds have struggled among their respective peers in the market upturn.”