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.

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 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 wild market fluctuations and we see this as a strong long term pick.Liontrust Special Situations

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
9/42 in Equity - UK Smaller Companies (Performance over 3 years) Average Total Return: 82.36%
Julian Fosh
Julian Fosh
10/42 in Equity - UK Smaller Companies (Performance over 3 years) Average Total Return: 82.36%
Citywire TV
Citywire TV
Play Volatility is back, Europe's future & Ethical's key moment

Volatility is back, Europe's future & Ethical's key moment

This week’s episode of Investment Pulse takes a look at European prospects, FTSE volatility and whether public pressure is about to provide a push for ethical investment

Play Volatility spike: How ETFs can soften the blow

Volatility spike: How ETFs can soften the blow

ETFGI’s Deborah Fuhr discusses the role of ETFs in client portfolios during volatile market conditions

Play Winter market warmers, the post QE world and timing the Fed

Winter market warmers, the post QE world and timing the Fed

This week’s episode of Investment Pulse looks at the winding down of quantitative easing, whether to try and time a US Federal Reserve rate rise and if strong seasonal performers can reverse recent market slumps

Wealth Manager on Twitter