Five of the Best: Bargain buys after sell-off

Anthony Cross and Julian Fosh, the managers of the £134m Special Situations fund, highlight five bargain stocks they have snapped up during the volatility of recent weeks.

Liontrust's flagship fund has weathered the recent storm better than its peers, sitting in the top quartile over every time period, but has still booked a loss of 7.5% over the three months to 26 August against a sector average fall of 13.4%, according to Morningstar. A strict investment process governs the managers' stock selection, which has resulted in them avoiding retail banks, miners and classic consumer stocks long term. This has helped protect the fund against recent market falls, and it is now well placed to thrive in difficult economic conditions by focusing on quality rather t...