Aiming to uncover hidden value

A professional investor tells MoneyWeek where he’d put his money now. This week: Jamie Allsop, manager of the New Star Hidden Value fund on how to find good-value high-growth companies.

Recently, views of the world economy seem to have been changing with the tides; investment themes are moving in and out of fashion even more rapidly than usual. However, this opens up opportunities for shrewd investors: the valuations of quality companies and attractive growth stories slip back as popular opinion turns against them.

New Star Hidden Value fund, with its multi-cap approach (it's able to invest in firms of all sizes) seeks to manage the trade-off between risk and reward. We have been using the recent sell-off to add to large, dividend-paying stocks that complement some of our holdings in riskier, but higher-growth smaller firms.

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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.