Research suggests fund managers' biggest bets outperform. That’s even true for managers of poorly performing funds, although at the Investors Chronicle, we’re only interested in the best of the best.
Every week, we publish a list of the “best ideas” of top fund managers from one of seven sectors. This week it is the turn of Tech stocks.
|* based on Top 5 holdings|
|FUND BEST IDEAS: TECHNOLOGY|
|Apple Inc||10 (+1)|
|Microsoft Corp||9 (+1)|
|Alphabet Inc Class A||6|
|Alphabet Inc Class C||4 (-1)|
|Visa Inc Class A||4 (+1)|
|Tesla Inc||3 (+1)|
|Mastercard Inc Class A||2 (+1)|
|Advanced Micro Devices Inc||1|
|Cadence Design Systems Inc||1|
|CrowdStrike Holdings Inc Class A||1 (NEW)|
|Fleetcor Technologies Inc||1|
|Global Payments Inc||1|
|Marvell Technology Inc||1|
|Meta Platforms Inc Class A||1|
|Micron Technology Inc||1 (-1)|
|Nuvei Corp Ordinary Shares (Sub Voting)||1 (NEW)|
|ON Semiconductor Corp||1|
|Qualcomm Inc||1 (-1)|
|S&P Global Inc||1|
|ServiceNow Inc||1 (-1)|
|WEX Inc||1 (NEW)|
*Based on Top 5 holdings. Source: Morningstar
The above list is take from the top five holdings of a selection of top performing funds. The data is based on the funds’ most recent portfolio disclosures to Morningstar.
Learn from the best
Understanding the investment process of some of the world's top fund managers can help private investors when they're picking stocks and when they're choosing which funds to invest in. In the links below you can listen to our discussions with some of the UK's best and head to our podcast page to listen to all our fund manager interviews.
Nick Train hates selling companies so much that he can’t quite remember which stock he sold last. “Selling is an admission you’ve made a mistake,” he says in this interview with Leonora Walters.
Walter Price, portfolio manager of hugely successful Allianz Technology Trust is concerned about the valuations of US tech companies. In this podcast, he tells us his views on growth, regulation, and China.
Tension between the US and China isn’t something that worries Roddy Snell, co-manager at Baillie Gifford’s China Fund, Emerging Markets Leading Companies Fund and Pacific Fund.