The Liontrust Special Situations fund is a ‘best ideas’ portfolio. It encompasses any UK stocks regardless of size or sector but will typically have a small- and mid-cap bias. The managers have a distinctive investment process, which has been implemented with a high level of skill over many years and, consequently, the fund has an impressive long-term track record.
Read more about Liontrust Special Situations
What’s covered in this podcast:
- The manager’s thoughts on the AIM market [0:34]
- The type of consumer discretionary stocks held in the portfolio and why the manager is overweight this area of the market [1:57]
- Why the manager likes BP and Shell [3:16]
- The importance of company culture, with examples of Renishaw and Page Group [5:32]
- Where the manager is finding opportunities today [9:38]
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