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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.
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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)
- Aggreko PLC (AGGK.L)
- Savills PLC (SVS.L)
- Hargreaves Lansdown PLC (HRGV.L)
- Spectris PLC (SXS.L)
- Spirent Communications plc (SPT.L)
- RWS Holdings PLC (RWS.L)
- GlaxoSmithKline PLC (GSK.L)
- AstraZeneca PLC (AZN.L)
- Unilever PLC (ULVR.L)
- Diageo PLC (DGE.L)
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Investment Trust Bonanza: the new trusts from 2013
by Gavin Lumsden on Dec 12, 2013 at 15:58
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