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. 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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- Renishaw PLC (RSW.L)
- Bango PLC (BGO.L)
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- 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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