Citywire printed articles sponsored by:


View the video online at http://citywire.co.uk/wealth-manager/video/a736257

Jeremy Lang's top stock picks for anxious times

Sponsored By:

by Danielle Levy on Feb 26, 2014 at 13:21

Ardevora UK Income manager Jeremy Lang continues to spot opportunities in areas of the market that can cause some investors anxiety.

The Citywire AA-rated manager cites UK housebuilders as one such example.

Lang goes on to explain why he and co-manager William Pattisson are employing a growth tilt, which has led them to stocks like easyJet.  

However, he is less enthusiastic about pharmas and miners, where he sees a number of risks.

Side-stepping these areas has helped to drive returns, which amounted to 57.4% over the past three years versus 32.2% by the FTSE 350 High Yield index, according to Lipper. The fund yields around 3.4%.

leave a comment

Please sign in here or register here to comment. It is free to register and only takes a minute or two.

More about this:

Look up the funds

  • Ardevora UK Income A
    Register or Sign in to receive email alerts for items in your favourites whenever we write about them

Look up the shares

  • easyJet plc (EZJ.L)
    Register or Sign in to receive email alerts for items in your favourites whenever we write about them

Look up the fund managers

  • Jeremy Lang
    Register or Sign in to receive email alerts for items in your favourites whenever we write about them
  • William Pattisson
    Register or Sign in to receive email alerts for items in your favourites whenever we write about them

Archive

Sorry, this link is not
quite ready yet