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View the article online at http://citywire.co.uk/wealth-manager/article/a724323

How Mark Slater is bouncing back - and why his income fund is flying

by David Campbell on Dec 13, 2013 at 07:18

‘There is a degree of cyclical upside, but earnings are generally stable,’ Slater says.

Further down the cap weighting things get a little racier, with stocks such as Begbies Traynor, Braemar Shipping and Interserve. ‘Those are yielding something like 6%, which we are effectively we are being paid to wait. They are all at different stages, but they are not clearly growth stocks yet.’

 

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