Month

Year

Posts:

Fund manager

Funds:

Julian Fosh

Why we have invested in IMI

The stockmarket setback in March allowed the Economic Advantage team to add a new company to the UK Growth Fund at an attractive price. Fund manager Julian Fosh explains how this high-quality cyclical stock could provide some upside to the eventual economic recovery from Covid-19. Read more
Julian Fosh

Reports of Quality’s death are greatly exaggerated

Over the last year or so, there has been a growing investment debate over the prospects for ‘quality’ and ‘value’ investment styles. The concern for some is that shares in high-quality companies have performed very well, and could be vulnerable to a correction relative to ‘value’ stocks. Read more
Julian Fosh

Five small & mid-cap picks

The Liontrust UK Growth Fund invests in companies with Economic Advantage characteristics across the UK market cap spectrum. We currently have over a third of the Fund invested in small and mid-cap stocks and here I highlight five of the best. Read more