Long & Short: leading fund managers share their tips
Long/short funds are all the rage, but what are they backing? Under the cloak of anonymity some leading fund managers talk us through their key positions.
Markets
by Chris Sloley on Feb 19, 2013 at 14:54
The chart below shows the past month's performance of the stocks our anonymous managers are tipping to rise over the coming weeks. Here's what they had to say about them:
- Adidas: ‘Adidas offers more growth than a staple for a lower valuation’
- Telecom Italia: ‘Telecoms may finally come to life after continued underperformance’
- Stanley Electric: ‘Well positioned to benefit from increased penetration of LED headlamps’
- BMW: ‘Expect an improved year driven by Chinese sales’
- Gerresheimer: 'Positioned to benefit from volume growth in branded and generic pharma’
Please visit our full site to view this interactive chart
The chart below shows the past month's performance of the stocks our anonymous managers are tipping to fall over the coming weeks. Here's what they had to say about them:
- Cape: ‘Balance sheet issues have forced a review at the Australian firm’
- Odakyu Electric Rail: ‘Odakyu Electric Rail trades at 30x with net debt to equity of 350%’
- Elekta: ‘Still has great growth prospects but valuation is way too high’
- Unibail-Rodamco: ‘Its recent outperformance is untenable’
- Aggreko: ‘Power generator firm peaked after Hurricane Sandy clean-up’
Please visit our full site to view this interactive chart
This article was originally published in the February 2013 edition of Citywire Global magazine.
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