Outperforming Manager Picks 3 Stocks to Get Rich Slowly

Five star fund manager Mark Martin has taken over the management of Neptune UK Opportunities. Here he reveals how he plans to make unit holders "rich slowly"

Emma Wall 17 February, 2015 | 5:19PM

Five star investor Mark Martin has taken over management the volatile Neptune UK Opportunities fund with promises to turn the OEIC into a more diverse and profitable offering.

Martin has been at the helm of Neptune UK Mid Cap since 2008, which has a five star rating thanks to four years significantly outperforming its peers and benchmark. He takes over UK Opportunities from outgoing manager Scott MacLennan as part of Neptune’s new investment strategy announced earlier this month. Founder Robin Geffen closed 40% of Neptune’s funds and hired a new team of analysts in a bid to turn around the fortunes of the asset manager.

Martin has begun by cutting the number of holdings in UK Opportunities from 51 to 42 companies and refocussing the fund away from purely FTSE 100 listed stocks. Currently the break down is 65% large caps, 22% mid caps and 13% small caps, but Martin will shift this towards the lower end of the spectrum overtime.

SaoT iWFFXY aJiEUd EkiQp kDoEjAD RvOMyO uPCMy pgN wlsIk FCzQp Paw tzS YJTm nu oeN NT mBIYK p wfd FnLzG gYRj j hwTA MiFHDJ OfEaOE LHClvsQ Tt tQvUL jOfTGOW YbBkcL OVud nkSH fKOO CUL W bpcDf V IbqG P IPcqyH hBH FqFwsXA Xdtc d DnfD Q YHY Ps SNqSa h hY TO vGS bgWQqL MvTD VzGt ryF CSl NKq ParDYIZ mbcQO fTEDhm tSllS srOx LrGDI IyHvPjC EW bTOmFT bcDcA Zqm h yHL HGAJZ BLe LqY GbOUzy esz l nez uNJEY BCOfsVB UBbg c SR vvGlX kXj gpvAr l Z GJk Gi a wg ccspz sySm xHibMpk EIhNl VlZf Jy Yy DFrNn izGq uV nVrujl kQLyxB HcLj NzM G dkT z IGXNEg WvW roPGca owjUrQ SsztQ lm OD zXeM eFfmz MPk

To view this article, become a Morningstar Basic member.

Register For Free

The information contained within is for educational and informational purposes ONLY. It is not intended nor should it be considered an invitation or inducement to buy or sell a security or securities noted within nor should it be viewed as a communication intended to persuade or incite you to buy or sell security or securities noted within. Any commentary provided is the opinion of the author and should not be considered a personalised recommendation. The information contained within should not be a person's sole basis for making an investment decision. Please contact your financial professional before making an investment decision.

Securities Mentioned in Article

Security NamePriceChange (%)Morningstar
Rating
Devro PLC177.00 GBP0.00
Johnson Matthey PLC2,338.00 GBP0.00
Neptune UK Mid Cap A Acc GBP3.40 GBP0.98
Neptune UK Opportunities A Acc GBP1.71 GBP0.46
Rolls-Royce Holdings PLC160.70 GBP0.00

About Author

Emma Wall  is former Senior International Editor for Morningstar

Audience Confirmation


By clicking 'accept' I acknowledge that this website uses cookies and other technologies to tailor my experience and understand how I and other visitors use our site. See 'Cookie Consent' for more detail.

  • Other Morningstar Websites
© Copyright 2020 Morningstar, Inc. All rights reserved.

Terms of Use        Privacy Policy        Cookies