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Fund of the Week - Jupiter UK Special Situations
by Jonathan Miller on Aug 18, 2011 at 13:15
With stockmarkets now firmly in the red this year, investors are facing some difficult choices. In fact, a significant number of fund managers are changing their portfolios quite dramatically.
But the Jupiter UK Special Situations fund, run by Ben Whitmore, sticks to one style whatever the market conditions. His deep value approach means investing in out of favour shares where valuations have fallen to historically low levels.
As a result, Whitmore is currently avoiding mining and industrial stocks linked to emerging market growth, preferring instead to back pharmaceutical, media and technology companies that are trading at large discounts to the stockmarket.
It might take a while for this value to be unlocked, but by concentrating on valuations and not getting sucked into market momentum, Whitmore looks beyond the market noise, which has helped generate long term outperformance.
You can find out more on how the fund is positioned by watching this video.
Citywire Selection picks are based on our totally impartial analysis of the funds and managers we believe have established the best track records, operate the best investment strategies and offer the best potential for investors.
Our research team make their choices without fear or favour and we do not receive a penny from fund management companies in the process of making our selections.