Citywire Selection Verdict: Contrarian investors Leigh Harrison and Richard Colwell have a steady outperformance record and we back them to hold out relative to the index in market downturns and participate on the upside. This dynamic makes this a compelling pick for the long-term investor. They favour consumer services and industrials which have been the main drivers of consistent performance in their portfolio, balancing it out with holdings in the pharmaceutical sector. The duo used recent market weakness to top up on a number of resilient defensive stocks they believe exhibit steady growth potential.
For more details view the latest factsheet