What are your biggest performance drivers of 2012?

clock • 6 min read

In the second in a two-part special, fund managers reveal the plays that have contributed to their performance since January.

Anthony Cross, co-manager, Liontrust Special Situations  fund   Good stockpicking The year has started well with over two-thirds of our 48 companies outperforming the FTSE All-Share index. This broad outperformance has been driven by companies across all market capitalisations and a varied number of sectors. Among our smaller companies, we have seen strong performance from Bango, which enables mobile phone users to easily buy products and services and signed a deal with Facebook. Dialight is a manufacturer of specialist LEDs and continues to benefit from the shift of traditional...

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