Rathbones' Thomson: Five of the best to buy on a dip

The Manager of the £135m Rathbone Global Opportunities fund, James Thomson, reveals his top five growth stocks to buy when markets fall.

Thomson, one of the top global investors who has returned 21.7% over one year, against a sector benchmark of 13.1%, looks to take advantage of market weaknesses by snapping up undiscovered, under the radar or out of favour growth companies. He has recently ramped up his cash position, having slashed it from 14% to 2% at the end of April, and is now running around 10% in the asset class. Thomson plays to three central themes in his portfolio: internet superstars, addiction, and unloved retail. He generally avoids utilities, banks, pharmaceuticals and the insurance sectors completely. T...