Investing in stocks: where to unearth hidden gems

A professional investor tells MoneyWeek where he'd put his money now. This week: James Thomson, investment manager, Rathbond Global Opportunities on where to find innovation and secular growth.

A professional investor tells MoneyWeek where he'd put his money now. This week: James Thomson, investment manager, Rathbone Global Opportunities

Rathbone Global Opportunities is a specialist stockpicking fund holding 50 to 60 stocks. I do not invest in blue chips or household names, but try to unearth hidden gems. I look for pure-play businesses, innovation and that oft-used phrase secular growth'; in other words, a stock that can survive a variety of economic scenarios and is doing something a little different. The past six months have proved tricky for these types of stocks, mostly because investors are becoming more averse to risk. The falling dollar has also provided a headwind. But the third-quarter reporting season is always a telling time, when talk becomes news rather than market noise, and once again our holdings have delivered.

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MoneyWeek is written by a team of experienced and award-winning journalists, plus expert columnists. As well as daily digital news and features, MoneyWeek also publishes a weekly magazine, covering investing and personal finance. From share tips, pensions, gold to practical investment tips - we provide a round-up to help you make money and keep it.