5 Top Stock Picks of Value Fund Managers

Banks and oil majors are currently favoured by the professional value investors. Will value investing bounce back as monetary policy tightens?

David Brenchley 15 February, 2018 | 11:08AM

Lloyds banking group undervalued stocks equities bank financial sector

2017 was supposed to be the year value investing came back to the fore, after years of painful underperformance versus growth stocks. That held, but only for a very short amount of time.

Market dynamics did change, but not for the better from a value investor’s perspective. As John Bennett, manager of the Morningstar Bronze Rated Henderson European Focus Trust (HEFT), explains: “We’ve gone from a growth beating value market to an all-out momentum market.”

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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
Artemis UK Special Situations I Acc5.63 GBP-0.14
BP PLC290.80 GBP0.00
Fidelity Special Situations W Acc2,908.03 GBP-0.34
Gresham House Strategic plc1,070.00 GBP0.00
Henderson European Focus Trust Ord1,225.02 GBP-0.40
HSBC Holdings PLC377.80 GBP0.00
Investec UK Special Situations I Acc152.99 GBP-1.13
Jupiter UK Special Situations I Acc198.86 GBP-0.35
Lloyds Banking Group PLC30.46 GBP0.00
M&G Recovery GBP I Acc256.63 GBP-0.89
Royal Dutch Shell PLC B1,188.80 GBP0.00
Schroder Recovery Z Acc81.83 GBP-0.47
The Royal Bank of Scotland Group PLC121.50 GBP0.00

About Author

David Brenchley

David Brenchley  is a Reporter for Morningstar.co.uk

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