Five of the Best: Names to counter anaemic growth
SVM's Margaret Lawson, co-manager of the £42m SVM UK Growth fund, selects three stocks for growth in a weak economic environment, and two special cases worth backing.
During the recent downturn Lawson trimmed her exposure to cyclical names by roughly 10%, in particular small-cap oil and gas names she previously owned, but she has hung on to the names she still sees...
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