Liontrust managers Anthony Cross and Julian Fosh have said the ‘dash for trash' that characterised UK equity markets last year may be coming to an end.
Managers and fund buyers have begun rotating out of UK mid- and small-cap stocks in anticipation of a mega-cap resurgence.
When Mike Pinggera joined Four Capital Partners, the group gave him an opportunity to create his own fund from scratch.
Shell and HSBC are favourite ideas in £2.7bn Investec fund as gains lag wider market.
Old Mutual's Richard Watts has taken positions in student accommodation and closed life assurance companies as mid-cap managers continue to ride the housebuilding and construction boom.