Crux: 3 UK Value Stock Picks

The Crux UK fund added three new positions in 2018 after profiting from the sale of its holding Sky to Comcast. Manager Jamie Ward runs us through his trio of picks

David Brenchley 29 January, 2019 | 8:27AM

Daily Mail, Mail Online, Relx, UK stocks, Renishaw, Crux

Brexit uncertainty, depressed sentiment and the recent market correction has thrown up plenty of opportunities for UK-focused fund managers.

Jamie Ward, manager of the FP Crux UK fund, bought three stocks last year having seen cash freed up by the takeover of existing holdings Sky by Comcast late in the year. “That’s my favourite way of eliminating a stock,” comments Ward.

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Securities Mentioned in Article

Security NamePriceChange (%)Morningstar
Rating
Daily Mail and General Trust PLC Class A645.00 GBP0.00
Euromoney Institutional Investor PLC733.00 GBP0.00
Intuitive Surgical Inc462.47 USD0.00
RELX PLC1,686.50 GBP0.00
Renishaw PLC2,764.00 GBP0.00
TM CRUX UK B Inc145.00 GBP-1.01
Verisk Analytics Inc141.65 USD0.00

About Author

David Brenchley

David Brenchley  is a Reporter for Morningstar.co.uk

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