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S&P assigns Three-Star ‘New’ rating to GVI Global Industrial Share Unhedged Fund

14 Jul 2011
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Standard & Poor’s Fund Services today assigned its three-star ‘NEW’ rating to the GVI Global Industrial Share Unhedged fund. The product has a short history although it is comparable to the manager’s hedged global industrial share fund, which we rated in our 2010 international equities sector review. The fund invests in global listed stocks using a benchmark-agnostic bottom-up approach with a preference for companies that are able to pay sustainable dividend streams.

“The GVI team has recently experienced some staff turnover, although the manager has been proactive in its recruitment efforts. Stephen Arnold, a senior analyst and equity holder is the most recent departure. New hires are Grant Cullens in a senior role and two junior equity analysts. Mr. Cullen’s appointment helps to diversify the portfolio decision-making process while enhancing the team’s macroeconomic considerations,” said S&P Fund Services analyst John Huynh.

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