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Analyst: JPMorgan
JPM Natural Resources fund manager Ian Henderson talks to Anna Lawlor about being hit by the credit crisis 'meteor'
The geographic allocation, which has a large weighting in Canada, Australia and the UK, is “coincidental” to the stock selection process, he says, adding: “We’re trying to find world-scale projects quite early on in their development and support them. We’ll give more money to develop a project. If we find a great helmsman, I will stick with him.”
