58. Why the US stock market may have already bottomed

Hugh Grieves, co-manager of LF Miton US Opportunities fund, takes us on a whistle-stop tour of the US. He talks to us about the potential impact of the huge government stimulus package; who he thinks will win the presidential election; why he thinks the stock market has bottomed; why it’s best to invest in smaller companies in the depth of a recession; and why it’s not necessarily the tech stocks that will lead us out the other side…
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LF Miton US Opportunities fund has a greater emphasis on medium-sized companies than most of its peers. It is highly concentrated with just 35-45 holdings and invests in capital-light businesses with strong reinvestment opportunities capable of compounding over time. The fund’s managers have the flexibility and pragmatism to adjust the portfolio to different market environments, and they have been very active in the past few months.

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The views of the author and any people interviewed are their own and do not constitute financial advice. However the knowledge that professional analysts have analysed a fund or trust in depth before assigning them a rating can be a valuable additional filter for anyone looking to make their own decisions. Before you make any investment decision make sure you’re comfortable and fully understand the risks. If you invest in fund or trust make sure you know what specific risks they’re exposed to. Past performance is not a reliable guide to future returns. Remember all investments can fall in value as well as rise, so you could make a loss.

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