| Asset Group | Asset Sub-Group | Investment Category |
| Equities | UK equities | Core |
Selection rationale: Cross has managed the fund since its inception in 2005, with Fosh joining him in 2008. They favour businesses that can grow their earnings independently of the wider economy and look for those with intellectual property. This includes strong distribution networks, recurring revenue streams and products with no obvious substitutes. They also favour companies with strong brands and good customer relationships, in the belief that these attributes give a business the power to produce higher levels of profitability for longer than expected. Another important factor is how key employees are motivated, with the managers’ preference being for the board of directors to directly own shares in the company. The portfolio is typically very different from the UK stock market, with a significant underweight to large companies and a slug of assets in medium and small companies. The fund predominantly invests in small companies that are listed on the AIM market. September 2020 | ||
Risk warnings
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