Nick Ford, manager of the Miton US Opportunities fund, has selected his top five quality US equities poised to benefit from the strong recovery in the world's largest economy and an improving environment for consumer and business spending.
Ford adopts a stockpicking approach within his fund, which sees him choose businesses from across the whole market-cap spectrum. He looks for companies with a strong business franchise, pricing power, organic revenue growth and stable or rising operating margins. Here he shares his top five picks from his existing holdings in the fund, which he runs with co-manager Hugh Grieves. American Express Ford holds 3.3% in this financials company, part of his 18.8% weighting to the financials sector. "American Express has always been seen as aspirational, but it is attracting a new demographi...
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