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 top five holdings of a selection of top performing funds, or the three most overweight positions. The data is based on the funds’ most recent portfolio disclosures to Morningstar.
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Top Fund Managers' Favourite International Shares
|FUND BEST IDEAS: GLOBAL|
|Amazon.com Inc||6 (+1)|
|Microsoft Corp||4 (-1)|
|Alibaba Group Holding Ltd ADR||3 (NEW)|
|Mastercard Inc A||3 (-2)|
|Accenture PLC Class A||2|
|Alphabet Inc Class C||2|
|Charles Schwab Corp||2 (+1)|
|London Stock Exchange Group PLC||2|
|Tencent Holdings Ltd||2 (+1)|
|Adobe Inc||1 (NEW)|
|Alphabet Inc A||1 (-1)|
|Aptiv PLC||1 (NEW)|
|Becton, Dickinson and Co||1|
|Church & Dwight Co Inc||1 (NEW)|
|CME Group Inc Class A||1|
|Dentsply Sirona Inc||1 (NEW)|
|Deutsche Boerse AG||1|
|Electronic Arts Inc||1|
|Fidelity National Information Services Inc||1|
|Genmab A/S||1 (NEW)|
|IDEXX Laboratories Inc||1 (NEW)|
|Infineon Technologies AG||1 (NEW)|
|Intuit Inc||1 (NEW)|
|Lam Research Corp||1|
|LVMH Moet Hennessy Louis Vuitton SE||1 (NEW)|
|MercadoLibre Inc||1 (NEW)|
|Nike Inc B||1 (NEW)|
|Nintendo Co Ltd||1 (NEW)|
|Novo Nordisk A/S B||1 (-2)|
|Partners Group Holding AG||1|
|PayPal Holdings Inc||1 (NEW)|
|Ping An Insurance (Group) Co. of China Ltd Class H||1|
|Roche Holding AG Dividend Right Cert.||1|
|Samsung Electronics Co Ltd||1|
|ServiceNow Inc||1 (NEW)|
|Teleperformance SE||1 (NEW)|
|Vestas Wind Systems A/S||1 (NEW)|
|Visa Inc Class A||1|
|Zoetis Inc Class A||1 (NEW)|
*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.