No they haven't split out the performance. It would embarrass them because WGF has been better than ALF. I think Breitling felt threatened by this new Migotti guy and so he blamed the total funds performance on Migotti's international performance. He wasn't given enough of a chance at all.
Also, look at the quality of the analysts who are left (not impressive at all). Compared to the analysts who look to have been fired:
Nick Cameron and Hamish Chalmers 'left the firm' to 'pursue other opportunities'. Sounds like a tall tale to me, I don't see announcements for new jobs for them? Mr Cameron has his PHD in molecular biology and neuroscience. Mr Chalmers spent 7 years at Och-Ziff, a top global hedge fund.
How are we getting rid of these guys and keeping others who are far less impressive? Even Migotti is now seemingly in an admin role. Why aren't all these guys who have left running the place rather than Breitling who has done nothing and his band of merry men?
Ann: Watermark to withdraw from global equities, page-7
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