UK Equities: Time to focus on quality or value? | Investment Trust Edge

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  • 16 mins 05 secs

After several years of being unloved, cyclical stocks are making a comeback. What does it mean for managers that have a value investment style and for those with a quality bias? Our panel looks at the issues with a particular focus on Nick Train of Finsbury Growth & Income and Alex Wright of Fidelity Special Values.

Taking part are:

  • Nick Greenwood, Fund Manager, Miton
  • James Burns, Partner, Smith & Williamson
  • Simon Elliott, Head of Research, Winterflood Investment Trusts

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