Taking Stock: In conversation with Alpesh Patel and Dave Baxter, Funds Editor

Alpesh Patel, author of ‘Investing Unplugged’ engages in an insightful conversation with Dave Baxter, Investors’ Chronicle’s Funds Editor, about Dave’s in-depth fund research and performance expectations.
Dave explains his criteria when assessing a fund, his views on trending and thematic funds, and clarifies how investors should diversify their portfolio. He sheds light on the cautionary factors investors should be aware of when investing in funds, shares his expectations on regional fund performance, and discusses the recurring themes among IC readers’ portfolio questions.
A little more of Dave:
As an expert on funds, Dave Baxter takes weekly in-depth looks at the developments in the funds industry and profiles the must-have funds, investment trusts and exchange-traded funds. He scrutinises the big portfolios run by the most renowned managers so you know they’re working for you.
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