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Regal Resources’ 55 per cent return elevated it to the best Australian strategy in any category last year. This is how the top managers from Totus, 4D and Lazard beat the market.
Ask A Fund Manager The Motley Fool chats with fund managers so that you can get an insight into how the professionals think. In this edition, Totus Capital portfolio managers Ben McGarry and Tim Warner reveal their two biggest stock holdings and why they have so much faith in them. Investment style The Motley Fool: How would you describe your fund to a potential client? Ben McGarry: The Totus Alpha fund, we’re a long-short fund started in 2012 and we basically try to find companies with a strong track record of earnings, tailwinds for growth, clean accounting, preferably with owners and man...