Steve Cordell, manager of the Cazenove UK Absolute Target Fund, gives an overview of the fund’s philosophy and process and explains how the fund achieved a 11.2%* net return in 2011.

*Source: Cazenove Capital at 30/12/11.

Fund managers Paul Marriage and John Warren provide an update on the fund, looking at how the long/short stock picking strategy has successfully delivered for investors.

Robin Griffiths, Technical Strategist, explains why there are reasons to be positive in the year ahead.

Economics & Strategy Outlook

Richard Jeffrey explains why lower UK inflation, positive action by the ECB and change in China give some cause for optimism in 2012.