Moneyspider in the News

David takes on Goliath

Investment Adviser

The battle between boutiques and large investment houses is becoming a modern day version of the biblical tale of David and Goliath. The small and nimble boutiques would have investors believe that they are running circles around the cumbersome giants of the industry, stealing some of the best managers and turning in impressive performance. And now a new report from Moneyspider.com would seem to suggest that they are indeed winning the battle in some arenas, with a significant level of out performance in, for example, the Global Growth sector.

The investment data analyst's report highlighted the stellar performance of the Neptune Global Equity fund in particular. This fund, run by Neptune chief executive Robin Geffen, ranked first in the sector over five years, leaving many of the large investment houses in the sector, such as Invesco Perpetual and Scottish Widows, cold in its shadow. Certainly Mr Geffen attributes this performance to the boutique structure of the company, with 14 investment professionals sitting around a long table, facilitating discussions and quick decision making."We have the same systems in place across all of the funds and we can develop a house view and implement it very quickly." he said