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Liontrust Special Situations

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by Saleem Shivji on Jul 08, 2015 at 13:10

Citywire Selection verdict: Anthony Cross and Julian Fosh look for companies with intellectual property, strong distribution networks or a recurring income stream. They hold nearly 40% of the portfolio in UK large-caps and just under a third in mid-caps. Their stock-picking approach leads them to draw from a pool of AIM stocks, which comprise around 15% of the fund’s holdings. The portfolio has a heavy industrials weighting and the duo are not averse to holding cash when they feel the time is right. The quality companies they invest in tend to be less swayed by market fluctuations as proved to be the case for Brexit volatility. Thus we see this as a strong long-term pick.
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