A strong investment process inherited from Angus Tulloch remains influential for a fund run with an absolute return mindset. Our panellists discuss the portfolio’s bias towards India and why an Asia portfolio is sitting in the IA Specialist sector. Taking part are:

• John Husselbee, Head of Multi-Asset, Liontrust
• Tom Caddick, Head of Investments - London, Nedgroup Investments
• Peter Toogood, Chief Investment Officer, Adviser Centre