This week we look at a fund that's positioned away from the debt issues facing the West.
Luthman and Bailey recently moved to Liontrust when it bought their old employer Walker Crips Asset Management. The duo have taken their funds directly with them and are focusing on portfolio management so we see this as a smooth transition.
As managers of the CF Liontrust Macro UK Growth fund, they start by having a top-down view of the world to help shape their portfolio. You can find out where this is leading them to invest and what they are avoiding in this video.
Our 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.