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Liontrust Special Situations
Markets
on Dec 10, 2012 at 10:01
Citywire Selection verdict: Cross and Fosh look primarily for out-of-favour UK large and mid-sized companies. However, their stock-picking approach also leads them to draw from the pool of AIM stocks, which comprise around twenty per cent of the fund's holdings. The portfolio has a heavy tech weighting which has aided recent performance. Conversely, telecoms, utilities and basic materials sectors are avoided, whilst financials are also given a relatively wide birth. The duo are not averse to placing over ten per cent of the fund in cash, which does not detract from their outstanding risk-adjusted returns.
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