Rathbones Global Opps manager avoids defensive sectors in favour of untraumatised stocks
Rathbones Global Opportunities manager James Thomson has been avoiding traditionally defensive sectors he thinks are expensive in favour of 'untraumatised' hidden-gem stocks. He is currently playing the global growth theme indirectly through industries benefiting from emerging market consumption. Global Opportunities is an aggressive stockpicking fund made up of 50 to 60 holdings, managed by Thomson since 2003. Its aim is to find undiscovered small- and mid-cap companies the manager thinks can outperform across a range of market cycles. Many professional investors have been shelteri...
To continue reading this article...
Join Investment Week for free
Signup and gain exclusive members-only insights - all free of charge!
- Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
- Get ahead of regulatory and technological changes affecting fund management
- Important and breaking news stories selected by the editors delivered straight to your inbox each day
- Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
- Be the first to hear about our extensive events schedule and awards programmes
