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 international stocks.
Our fund managers’ best ideas tables constitute the three most overweight positions of a selection of top performing funds. The data is based on the funds’ most recent portfolio disclosures to Morningstar.
Top Fund Managers' Favourite International Shares
|FUND BEST IDEAS: GLOBAL|
|Adobe Inc||4 (+2)|
|ASML Holding NV||4|
|Microsoft Corp||4 (-1)|
|Alphabet Inc Class C||3|
|Amazon.com Inc||3 (-1)|
|Ashtead Group PLC||2 (+1)|
|Hoya Corp||2 (+1)|
|IDEXX Laboratories Inc||2|
|London Stock Exchange Group PLC||2|
|Partners Group Holding AG||2 (+1)|
|Visa Inc Class A||2 (-1)|
|Accenture PLC Class A||1 (-1)|
|adidas AG||1 (NEW)|
|Baxter International Inc||1|
|Booking Holdings Inc||1|
|Cadence Design Systems Inc||1|
|Charles Schwab Corp||1|
|Cheniere Energy Inc||1|
|CME Group Inc Class A||1|
|Deutsche Post AG||1|
|Edwards Lifesciences Corp||1|
|First Republic Bank||1 (NEW)|
|Housing Development Finance Corp Ltd||1 (NEW)|
|Johnson Controls International PLC||1|
|Keysight Technologies Inc||1 (NEW)|
|Linde PLC||1 (NEW)|
|Macquarie Group Ltd||1|
|Partners Group Holding AG||1|
|PayPal Holdings Inc||1 (-1)|
|Pioneer Natural Resources Co||1|
|Samsung Electronics Co Ltd||1|
|Teleperformance SE||1 (NEW)|
|Thermo Fisher Scientific Inc||1|
|T-Mobile US Inc||1|
|Vestas Wind Systems A/S||1|
*based on 3 most overweight holdings
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.