Wealth Manager - the site for professional investment managers

Register to get unlimited access to all of Citywire’s Fund Manager database. Registration is free and only takes a minute.

JOHCM UK Opportunities

 

Citywire Selection Verdict: A disciplined approach to stock selection gives this fund one of the best risk-reward profiles in the sector. John Wood and Ben Leyland are wary of UK growth founded on high debt levels and maintain a defensive portfolio with a high level of cash. They look for sustainable growth, steering clear of financials and telecoms in favour of businesses investing in capital expenditure and research & development. A safe and consistent pick in the UK equity space.

Leave a comment!

Please sign in or register to comment. It is free to register and only takes a minute or two.
Your Business: Cover Star Club

Profile: The opportunity set that attracted Brett Williams to wealth management

Profile: The opportunity set that attracted Brett Williams to wealth management

Brett Williams is best known for helping to build some of the biggest platforms in the IFA market.He made the move over to wealth management to head SEI’s UK business earlier this year in the belief that this is where the best opportunities now lie.

Wealth Manager on Twitter