Robert Burdett, director for multi-manager and fund of funds, Credit Suisse Asset Management Based in: London, UK

Robert Burdett, director for multi-manager and fund of funds, Credit Suisse Asset Management
Based in: London, UK

01 June, 2004

“After last month’s comments we were pleased to have remained overweight in Japan, where the best returns were to be had in April. This overweight remains part of our strategy, as does the under-weighting towards bonds.
With generally positive asset allocation and fund selection results at the end of this quarter, we choose to retain the same portfolios.”

Amount (E) | Fund
13,000 | Credit Suisse Bond Lux Target Return Euro (total return, long-only)
13,000 | Jo Hambro Capital Markets Continental European (European blend sector driven equity)
13,000 | Thames River Global Bond (total return OECD bonds)
10,000 | Mellon UG Global Bond (global macro bonds)
12,000 | Schroder ISF European Alpha (pan-European GARP)
9000 | Baring High Yield Bond (high yield debt)
7000 | JO Hambro Capital Markets UK Growth
6000 | Atlantis Japanese Opportunities (Garp equity small cap)
5000 | BDT Invest Asia (equity)
4000 | Thames River Global Emerging Markets (emerging equity)
3000 | Legg Mason Strategic Value (US large cap value)
3000 | Nordea American Value (US equity mid and small cap value total return)
2000 | GAM Star America Focus (US large cap blend)

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