Inside one fund’s £20,000 bet against Fundsmith Investing Mark Ellis, manager of the Nutshell Growth fund, is on the brink of winning £20,000 for his boss in an unusual way. Ellis spoke to Morning Wire following the news that City grandee Michael Spencer had become chair of his firm, Nutshell Asset Management, while upping his stake in the business from 25 per cent [...]
‘Reinventing active management’: Why stock picking as we know it might be outdated Investing Looking to “reinvent active management,” Mark Ellis, manager of the Nutshell Growth fund, has pushed back on the traditional way that fundpicking has been done. Following an intricate model that uses over 30 variables, the manager aims to provide a “hedge fund methodology” that retail investors can actually access. Ellis cited his perspective as a [...]