Part 2: Which stock or sector moves have helped boost your fund this year?

Stephen Message Manager, Old Mutual Equity Income fund   Booker Group A leading contributor to the portfolio’s performance this year has been our long-standing holding in cash-and-carry operator Booker Group. Given the maturity of the cash-and-carry industry, buying exposure to the sector may not initially seem the most interesting investment. However, investors in Booker have been rewarded over the past few years, given continued improvement in profits and cashflow under the current management team. The investment case in Booker has evolved from a turnaround situation, whereb...