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Money Makers: The Stock Market Secrets of Britain's Top Professional Investment Managers by Jonathan Davis

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Appendix 2: Ian Rushbrook

An extract from the 1998 Annual Report of Personal Assets, which illustrates three things: (1) Ian Rushbrook’s highly individual approach to his job; (2) his low turnover of shares: and (3) the way that he uses his modelling techniques to support his investment strategy. The graphics showing the performance of his model are reproduced on page 68. I have also included the section which outlines the investment philosophy of Personal Assets, which is a rare model of clarity and consistency.

Investment Report

Life is full of minor miracles and I must begin by reporting one. Despite liquidity from 25% to 35% of total assets, Personal Assets had a good year in a bull market. The net asset value per share outperformed ...

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