Liontrust has widened the investment parameters on Anthony Cross' £89m Special Situations fund, allowing the manager to focus more of the portfolio in large-cap stocks.
Managers running UK-focused portfolios have turned to international stocks for returns as the UK's recovery continues to disappoint.
Liontrust Asset Management has agreed the sale of its credit team and transfer of two of its credit funds to credit investment manager Avoca Capital.
Julian Fosh, co-manager of Liontrust's £67m Special Situations fund, reveals his top five stock picks.
Liontrust Asset Management has announced positive net sales of £79m, the first time since 2004 net sales have been positive over a financial year.
Anthony Cross and co-manager Julian Fosh, running the £53m Liontrust Special Situations fund, have returned more than three times the IMA UK All Companies sector average over the past three years.
Nigel Legge, former chief executive of Liontrust, is planning to return to the asset management industry with the launch of Vinculum Fund Management.
In the latest Conjecture debate, our panelists from S&P, L&G Investments and Liontrust discussed Absolute Returns.