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Liontrust Special Situations

Citywire Selection verdict: Anthony Cross and Julian Fosh look for companies with intellectual property, strong distribution networks or a recurring income stream. They hold a third of the portfolio in both UK large-caps and mid-caps, and their stock-picking approach leads them to draw from a pool of AIM stocks, which comprise around 15% of the fund’s holdings. The portfolio has a heavy tech weighting and the duo are not averse to holding cash when they feel the time is right. The quality companies they invest in tend to be less swayed by market fluctuations. Thus we see this as a strong long-term pick.

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Anthony Cross
Anthony Cross
17/46 in Equity - UK Smaller Companies (Performance over 3 years) Average Total Return: 67.46%
Julian Fosh
Julian Fosh
16/46 in Equity - UK Smaller Companies (Performance over 3 years) Average Total Return: 67.46%
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