Fast-growing bargain stocks the market has missed

A professional investor recommends attractive stocks to invest in. This week: Dan Higgins, portfolio manager, Majedie Investments, highlights three favourites

Stocks graph showing upward trend
(Image credit: Getty Images)

Majedie Investments appointed Marylebone Partners as its manager in January 2023 to invest in compelling long-term opportunities across highly differentiated, liquid-return sources. These comprise external managers, global equities and special investments regularly marked to market. Marylebone seeks returns exceeding inflation by at least 4% in the medium term. 

Now that 13 years of ultra-low interest rates and quantitative easing are a distant memory, the manager believes that many previously successful investment strategies may struggle to deliver attractive real returns. Following the recent narrow focus on artificial intelligence (AI)-related mega-cap stocks, Marylebone sees some attractive valuations for quality compounders and companies undergoing change that are unappreciated by markets. These form a major part of the portfolio. 

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Portfolio manager, Majedie Investments