M&G North American Value FundM&G North American Value Fund

Richard BrodyRichard Brody

Fund manager: Richard Brody

Products available: ISA, OEIC & Savings Plan

Fund objective

The Fund aims to achieve long term capital growth through investment in North American securities using a value based investment philosophy.

 

Policy for achieving objective

The Fund invests in companies in excess of $1.5 billion. The fund manager seeks to select solid companies whose share prices do not reflect their potential value.

 

About the fund manager

Richard joined PPM America in 1992 and is Executive Vice President and Head of Equity Management. He has responsibility for the health care, banks, insurance, hospitality and diversified industrials sectors.

Previously, Richard was a senior member of the investment team at the Chicago group of Morgan Stanley Asset Management. Prior to this, he spent seven years at Hewitt Associates and also worked at the First National Bank of Chicago in their investment trust unit. 

Richard graduated from UCLA with a BA in Economics and also holds a MBA in Finance from The Wharton School at the University of Pennsylvania. He completed the Chartered Financial Analyst program in 1982.

In addition to the fund data that can be found by accessing the menu to the left of this page you may also wish to read the fund key features document which contains further fund information.

 

Issued by M&G Securities Limited and M&G Financial Services Limited which are subsidiaries of M&G Limited. M&G Limited is incorporated and registered in England. Registered Office: Laurence Pountney Hill, London, EC4R 0HH. Registered in England No. 1048359. Registered for VAT, number GB235 3237 81. Both M&G Securities Limited and M&G Financial Services Limited are authorised and regulated by the Financial Services Authority and provide ISAs and other investments. M&G Securities Limited is registered on the FSA's register, No. 122057 (www.fsa.gov.uk/register). Registered Office Laurence Pountney Hill, London, EC4R 0HH. Registered in England No. 90776. M&G Financial Services Limited is registered on the FSA's register, No. 122058 (www.fsa.gov.uk/register). Registered Office Laurence Pountney Hill, London, EC4R 0HH. Registered in England No. 923891. Both companies are registered for VAT, number GB235 3237 81.