Which Sectors are Value Investors Favouring?

Asset allocators are beginning to tilt their portfolios towards value. We reveal the stocks picked by the top value fund managers

David Brenchley 16 April, 2018 | 10:10AM

iron ore mine, miners, mining, value investing

Value investing has been out of favour for some time. We have seen spells of good performance – in late 2016, for example – but they have been short lived.

But this may be about to change; many asset allocators taking a value tilt in recent months. Jon Husselbee, head of multi-asset at Liontrust, has skewed his portfolios towards value since the end of last year.

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Securities Mentioned in Article

Security NamePriceChange (%)Morningstar
Rating
Alibaba Group Holding Ltd ADR219.63 USD0.00
Artemis Global Emerging Mkts I Acc GBP1.43 GBP-0.11
Aviva PLC410.90 GBP0.00
Barclays PLC175.92 GBP0.00
BP PLC456.85 GBP0.00
Eni SpA12.89 EUR0.00
Grafton Group PLC968.00 GBP0.00
Hermes Asia ex-Japan Equity F GBP Acc2.61 GBP-0.34
Honda Motor Co Ltd2,960.00 JPY0.00
HSBC Holdings PLC584.50 GBP0.00
Hyundai Steel Co29,050.00 KRW0.00
Investec UK Special Situations I Acc223.33 GBP0.53
LF Majedie UK Equity X Acc1.84 GBP0.58
LG Chem Ltd413,500.00 KRW0.00
Lloyds Banking Group PLC56.61 GBP0.00
Man GLG Japan CoreAlpha Profl Acc C173.43 GBP-1.35
Pearson PLC570.20 GBP0.00
Ping An Insurance (Group) Co. of China Ltd81.00 CNY0.00
Royal Dutch Shell PLC B1,927.00 GBP0.00
RWC Income Opportunities Fund R GBP Acc157.73 GBP-1.10
Schroder Income Fd Z Acc99.04 GBP0.22
The Royal Bank of Scotland Group PLC213.10 GBP0.00
Total SA45.25 EUR0.00
Toyota Motor Corp7,729.00 JPY0.00
Travis Perkins PLC1,696.00 GBP0.00
Vale SA51.00 BRL0.00

About Author

David Brenchley

David Brenchley  is a Reporter for Morningstar.co.uk

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