Video: Is there value to be found in un-loved stocks? The manager must identify what causes the share price weakness - and predict what the trigger for recovery will be. Manager Marina Bond said that rather than taking a sector-centric approach, she analysed individual stocks to determine whether they are worthy of investment. The team looks at balancesheet strength, quality of the management and market penetration. This style of special situations investment can be risky, but this fund has low correlation with the stock market. The fund holds companies in almost every sector, from industrials, to technology to financials - although Ms Bond is quick to reassure that there are no banks in the fund. Top ten holdings include British Gas, wholesale food retailer Booker and the bookmakers, Paddy Power. Risk aversion is one of the reasons Ms Bond has chosen not to utilise the 20pc allocation the fund is allowed to invest in Europe. In the latest Your Money Their Hands video, she explains there are enough good opportunities in the UK, with less of the risk. As the fact sheet states: "Our bets are not at the expense of the overall balance of the fund."