Featured Fund Detail

Willis Owen Research Commentary

Fund Manager Paul Spencer looks for companies that are both of high quality and on attractive valuations. A wider social and economic view helps identify the opportunities in particular areas of the market. Quality companies are then identified following a careful appraisal of the business, management and balance-sheet risks. Spencer will sell stocks when they reach his target price and this focus on valuation can result in the portfolio having sector weightings considerably different to the benchmark. However, his proven stock-picking skills have delivered strong performance over the period of his tenure.

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