Three top picks from a leading fund manager adept at stress-testing his investments
Ken Wotton, manager of Strategic Equity Capital (SEC), reveals how he chooses which stocks to invest in and how he continually reviews his portfolio to ensure it is suited to market conditions. Importantly, and by design, the businesses in our portfolios share certain characteristics centred around financial quality and mitigating downside risk.They have very low levels of leverage or none at...