Church House UK Equity Growth has bolstered its exposure to domestically-focused FTSE 250 consumer stocks at the expense of larger, international peers, in efforts to capture the best of the UK's "bouncebackability".
Speaking to Investment Week, co-managers Fred Mahon and Rory Campbell-Lamerton said they had taken advantage of 2020 volatility to purchase a series of names that had been on their "watch list" for some time and became cheaper amid an indiscriminate sell-off. Not all earnings are created equal: Online retailers, gaming and diagnostics emerge as winners of 2020 "From a top-down level, we have moved away slightly from FTSE 100 international businesses into more FTSE 250 domestic businesses, such as Trainline, JD Sports, Greggs, Barclay Group and Young's," said Mahon. "We have taken o...
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