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Shares I love: XPS Pensions

This pension consultancy has secure revenue streams and attractive margins, says Strategic Equity Capital's manager Ken Wotton
Shares I love: XPS PensionsPublished on May 15, 2024
  • Niche business consultancies offer opportunities to investors
  • XPS has recently surpassed expectations, Wotton says

Ken Wotton, manager of Strategic Equity Capital (SEC), explains why the trust invests in XPS Pensions (XPS):

The UK market presents compelling opportunities – particularly among smaller companies with strong fundamentals that have been unfairly priced due to broader macroeconomic concerns. This segment has seen a surge in takeover activity, potentially signalling a long-awaited re-rating in 2024.

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