Thames River has reduced its exposure to Asia and emerging markets in favor of Europe, Investment Week reports. The managers, Gary Potter and Robert Burdett, have decreased the aggregate Asian and emerging markets exposure in the Global Boutiques fund by 4%.
Potter and Burdett have also increased holdings in the IVI European Fund, Neptune European Opportunities Fund, Edinburgh Partners European Opportunities Fund and JOHCM European Fund. Thames River is seeking to reorganize the portfolios inherited from the merger with F&C Investments.
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