Which stock, sector or strategic moves have boosted your performance?

clock • 5 min read

This week, managers explain which moves have helped their performance in 2012.

Martin Cholwill Manager, Royal London UK Equity Income fund   Quality companies In the post-credit crunch world of anaemic growth, my focus on quality companies with sustainable and growing dividends and robust balance sheets has, again, delivered. This approach has been working very well for several years and the current economic environment is likely to persist for a good while yet. Performance has come from a broad range of stocks across an array of industries, with good examples including Hargreaves Lansdown, Dunelm, AZ Electronics, Filtrona, Spectris, Restaurant Group and...

To continue reading this article...

Join Investment Week for free

  • 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

Join now

 

Already an Investment Week
member?

Login

More on Global

The Big Interview: Cohen & Steers' Jon Cheigh on market turmoil and cutting through today's noise

The Big Interview: Cohen & Steers' Jon Cheigh on market turmoil and cutting through today's noise

Investing is 'at least 50% behavioural'

Sorin Dojan
clock 01 May 2025 • 4 min read
IMF slashes world growth forecasts as global economic system enters 'new era'

IMF slashes world growth forecasts as global economic system enters 'new era'

Global GDP growth revised down

Beth Brearley
clock 22 April 2025 • 2 min read
Over half of CEOs expect rise in global economic growth in the next year

Over half of CEOs expect rise in global economic growth in the next year

UK a more important investment choice

Sorin Dojan
clock 21 January 2025 • 3 min read
Trustpilot