Wealth Manager - the site for professional investment managers

Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.

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 nearly 40% of the portfolio in UK large-caps and just under a third in mid-caps. 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 industrials 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 as proved to be the case for Brexit volatility. Thus we see this as a strong long-term pick.

Leave a comment!

Please sign in or register to comment. It is free to register and only takes a minute or two.

Related Fund Managers

Anthony Cross
Anthony Cross
7/48 in Equity - UK Smaller Companies (Performance over 3 years) Average Total Return: 72.31%
Julian Fosh
Julian Fosh
8/48 in Equity - UK Smaller Companies (Performance over 3 years) Average Total Return: 72.31%
Citywire TV
Play CEO Tapes: Buxton to Gilbert - ‘my Glencore quandary’

CEO Tapes: Buxton to Gilbert - ‘my Glencore quandary’

Do not miss the first two minutes of this film as Richard Buxton shares how he has been challenged by a client for owning shares in a certain company.

Play CEO Tapes: the huge opportunities for asset managers

CEO Tapes: the huge opportunities for asset managers

From tech disruption, retirement and poaching, the CEO discuss the opportunities for their businesses in this episode.

Play CEO Tapes: 'we're just a bunch of white dudes sitting here'

CEO Tapes: 'we're just a bunch of white dudes sitting here'

In our brand new series, eight CEOs discuss how the industry could do a better job for female fund managers.

Read More
Your Business: Cover Star Club

Profile: how career burnout led to a family office launch

Profile: how career burnout led to a family office launch

I was burnt-out from a career in finance and had no desire to come back, says the founder of Blu Family Office

Wealth Manager on Twitter