Soy sauce, robot surgeons and pet care: Stock selection beyond Covid-19 crisis

Lauren Mason
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Foshan Haitian
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Foshan Haitian

Share price dislocations relative to underlying company fundamentals still exist across global markets despite the recent stockmarket bounceback, according to AMP Capital's head of global equities Simon Steele, who has added a small selection of new holdings to his highly-concentrated Global Companies fund in the throes of the Covid-19 crisis. The manager, who launched the £117m fund three years ago in March, said the addition of two new holdings is significant given that each stock is selected with a time horizon of at least five to seven years. The fund will hold between 25 and 35 stoc...

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