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 Brewin & Barclays alum bringing the City to Brighton

Profile: The Brewin & Barclays alum bringing the City to Brighton

Stepping away from the corporate world was a big step for David Pegler and Tim O’Connor when they founded Brighton Capital Management

Wealth Manager on Twitter