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 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

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
10/45 in Equity - UK Smaller Companies (Performance over 3 years) Average Total Return: 67.36%
Julian Fosh
Julian Fosh
9/45 in Equity - UK Smaller Companies (Performance over 3 years) Average Total Return: 67.36%
Your Business: Cover Star Club

Profile: Creechurch Capital’s CEO on going the extra mile in a crowded market

Profile: Creechurch Capital’s CEO on going the extra mile in a crowded market

Growing a business is the main aim of many company owners but managing that growth in a controlled way is just as important

Wealth Manager on Twitter