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James Harries (Troy) - Exercising Discipline For Global Dividend Growth
Far From The Finishing Post
We've Just Had an Extraordinary Time in the Capital Markets
We are trying to do a very definite thing for our investors. And we are trying to produce a decent return, above average returns, below average volatility. Part of that is investing in the soft ware sector. We'reparticularly drawn to enterprise software. But at the same time, and very consciously, we are not in the areas which have been disrupted by the big technology company. So we'are trying to generate a portfolio that is decent value, that has decent growth, and therefore can generate decent returns. At looks very pedestrian relative to the broader index, because it's been such an incredible timei in markets. But i wonder if once the wind staps blowing the other way,
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