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
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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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Securities Mentioned in Article

Security NamePriceChange (%)Morningstar
Artemis UK Special Situations I Acc7.82 GBP-0.52Rating
BP PLC295.70 GBP0.00Rating
Fidelity Special Situations W Acc3,883.04 GBP-0.33Rating
Gresham House Strategic plc1,480.00 GBP0.00Rating
Henderson European Focus Trust Ord1,547.70 GBP1.16Rating
HSBC Holdings PLC415.85 GBP0.00Rating
Jupiter UK Special Situations I Acc256.26 GBP-0.80Rating
Lloyds Banking Group PLC41.62 GBP0.00Rating
M&G Recovery GBP I Acc328.18 GBP-0.68Rating
NatWest Group PLC192.80 GBP0.00Rating
Ninety One UK Special Situations I Acc215.59 GBP-0.91Rating
Royal Dutch Shell PLC B1,306.60 GBP0.00Rating
Schroder Recovery Z Acc1.17 GBP-1.01Rating

About Author

David Brenchley

David Brenchley  is a Reporter for Morningstar.co.uk

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