Waverton's Frikkee: Spotting the blips and buying the dips

Keeping faith with the brands staying afloat

Lauren Mason
clock • 3 min read

Tesco, RELX and cruise ship operator Carnival are among some of the most unloved UK stocks that could offer "a really big return for shareholders" over the medium-to-long term, according to Waverton Investment Managemen's Tineke Frikkee.

Frikkee, who is head of UK equities at the firm and oversees between £600m and £700m worth of assets, also took over the Waverton UK fund at the end of 2018, which was originally run by a private wealth management team. Since 1 January 2019 to time of writing (15 January), the £16m fund has returned 26.4% compared to its average peer and the MSCI United Kingdom All-Cap's respective gains of 19.7% and 19.3%. Meet the Investment Influencers: Waverton's Luke Hyde-Smith The first large position she took in the fund in October 2018, and her biggest success story to date, was the London ...

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