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Our monthly Ice Best Buys Now are designed to highlight our teamâs three favourite, most timely Buys from our growing list of income-focused Ice recommendations, to help Fools build out their portfolios.
âBest Buys Nowâ Pick #1:
Liontrust (LSE: LIO)
Liontrust is a fund manager that, despite seemingly a historically well-run business, has struggled with client withdrawal in recent years.
Assets under management and advice (AuMA) were flat quarter on quarter to Q4, though it saw an 11.5% decrease yar on year to £27.8bn.
Though pleasingly, there have been inflows into some of its funds, including the European dynamic fund, which saw AuMA nearly double to £1.4bn in the last quarter.
While this remains a relatively fallow period for Liontrust, it continues to invest in technology infrastructure, with a desire to improve efficiency and create a better client experience.
Most of its client money is invested in the UK market, which is suffering from negative investor sentiment, though Iâd argue investors aren’t pricing in a strong likelihood of a recovery for Liontrust.
If ongoing negative sentiment eventually turns positive (perhaps helped by falling interest rates and improving investment performance), investors might enjoy strong capital returns, and until then they can collect a 9.5% forward yield.
âBest Buys Nowâ Pick #2:
Redacted
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The Motley Fool UK has recommended Liontrust Asset Management .