View the article online at http://citywire.co.uk/money/article/a560840
Liontrust Special Situations
Markets
Citywire Selection verdict: Anthony Cross and Julian Fosh look for companies with intellectual property, strong distribution networks or a recurring income stream. Their stock-picking approach also leads them to draw from a pool of AIM stocks, which comprise around a fifth of the fund's holdings. The portfolio has a heavy tech weighting whilst avoiding the telecoms, utilities and basic materials sectors. Financials are also given a relatively wide berth, and the duo are not averse to holding cash when they feel the time is right. The quality companies they invest tend to be less swayed by wild market fluctuations and we see this as a strong long term pick.
For more details view the latest factsheet.
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Andrew Friend, acting co-manager*, and Marcus Langlands Pearse, co-manager of the Henderson UK Property Unit Trust (HUKPUT), provide an overview of the key risks and opportunities for the UK commercial property market.
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Hard acts: do fund managers suffer the Moyes effect?
by Daniel Grote on Apr 23, 2014 at 14:30
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