FOUR Capital Partners' UK team have been boosting exposure to cyclical companies that were sold off in last summer's market correction.
Last August the FTSE 100 fell below 5,000 as concerns mounted over the sustainability of Europe's sky-high debt levels. Cyclical stocks - in particular miners and energy firms - were some of the biggest losers as investors went to risk off mode. However, FOUR's UK equities desk, made up of former Schroders star manager Chris Rodgers - now running the £61m FOUR Active UK Equity fund - as well as colleagues Tom Carroll and Edward Williams, have been returning to cyclicals to take advantage of what they consider low valuations. Here, they reveal their top five stocks in the UK worth b...
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