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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. Their stock-picking approach also leads them to draw from a pool of AIM stocks, which comprise around a fifth of the fund’s holdings. The portfolio has a heavy tech weighting whilst avoiding the telecoms, utilities and basic materials sectors. Financials are also given a relatively wide berth, and the duo is not averse to holding cash when they feel the time is right. The quality companies they invest in tend to be less swayed by wild market fluctuations and we see this as a strong long term pick.

Liontrust Special Situations

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Anthony Cross
Anthony Cross
11/45 in Equity - UK Smaller Companies (Performance over 3 years) Average Total Return: 63.11%
Julian Fosh
Julian Fosh
10/45 in Equity - UK Smaller Companies (Performance over 3 years) Average Total Return: 63.11%
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