JPMorgan's Georgina Brittain is sticking with her support services bet on the Smaller Companies Inve...
JPMorgan's Georgina Brittain is sticking with her support services bet on the Smaller Companies Investment Trust as the sector she feels most comfortable with. The fund has a 10.1% active position in the trust, the largest overweight in the portfolio. Within the sector she is most keen on consultant engineers but Connaught, a property-related company providing social housing, is also in the top 10 holdings. Brittain has also reduced her oil and gas position from 6% at the beginning of the year down to around 3%. "The focus here has always been on oil services but we also like produc...
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