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Duilio Ramallo is CityWire’s manager of the week

24-03-2011 | News item Duilio Ramallo, manager of the Robeco US Premium Equities fund, is the CityWire Euro Stars Manager of the Week. In a video profile on CityWire TV, Phil Haddon, CityWire’s International Online Editor, describes Duilio as “the top manager in North American equities”.

“Some strong performance in recent years has led Ramallo to become one of the most widely followed US managers among Europe’s fund-selector community and the fund now has more than USD 4 billion in assets,” he says.
Haddon goes on to highlight the fund’s strong performance. Indeed, over three years, Duilio’s all-cap approach has returned 16%, while the Russell 3000 Value index has risen by just 2%.

In the video, Haddon reflects on Duilio’s value investment style, in particular the combination of attractive valuations, strong fundamentals and possible catalysts that he uses.

“Currently, Ramallo says he is finding the best stockpicking opportunities in the tech sector and in businesses which are consumer- and credit-sensitive. He thinks US companies’ earnings are recovering strongly and, as a result, the market is not expensive,” notes Haddon.

“On a sector basis, the fund has a bias towards financial, tech and healthcare, while his exposure to sectors such as telecoms and utilities is negligible.”

Click here to see the video profile
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