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Liontrust Special Situations
Citywire Selection verdict: Cross and Fosh look primarily for out-of-favour UK large and mid-sized companies. However, their stock-picking approach also leads them to draw from the pool of AIM stocks, which comprise around twenty per cent of the fund's holdings. The portfolio has a heavy tech weighting which has aided recent performance. Conversely, telecoms, utilities and basic materials sectors are avoided, whilst financials are also given a relatively wide birth. The duo are not averse to placing over ten per cent of the fund in cash, which does not detract from their outstanding risk-adjusted returns.
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- Renishaw PLC (RSW.L)
- Bango PLC (BGO.L)
- Unilever PLC (ULVR.L)
- Tullett Prebon PLC (TLPR.L)
- ICAP PLC (IAP.L)
- NCC Group PLC (NCCG.L)
- Michael Page International PLC (MPI.L)
- Dialight PLC (DIAL.L)
- Idox plc (IDOX.L)
- Smart Metering Systems PLC (SMSS.L)
- Spirax Sarco Engineering PLC (SPX.L)
- Rotork PLC (ROR.L)
- BP PLC (BP.L)
- Compass Group PLC (CPG.L)
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