Total returns key to Insight's Rees

clock

Investors should keep their collective eye on total returns and focus their search for FTSE 100 stocks to those currently under pressure in the market, suggests Insight Investment fund manager Tim Rees.

Rees, director investment strategy and manager of Insight’s Equity High Income fund, says he has a simple goal for investing in blue chip UK stocks and some bigger FTSE 250 companies. ”To use a racing analogy, I’m looking for an 8-to1 at a 20-to-1 price.” By this Rees means he is looking for the undervalued stock, and that the private investor all too often gets drawn in to buying when shares are expensive rather than cheap. “At seminars I draw a line that goes up an down over time reflecting how the market goes through cycles. I point out that many retail investors make the mistake...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Investment

Trump, Modi and US-India trade tensions – who cares?

Trump, Modi and US-India trade tensions – who cares?

A bottom-up approach to finding hidden gems

Gabriel Sacks
clock 02 January 2026 • 4 min read
2026: Year of the racehorse or workhorse?

2026: Year of the racehorse or workhorse?

'Every year brings its challenges, and 2026 will be no exception'

Russell Andrews
clock 02 January 2026 • 4 min read
Trian and General Catalyst to purchase Janus Henderson for $7.4bn

Trian and General Catalyst to purchase Janus Henderson for $7.4bn

Will continue to be led by current management team

Patrick Brusnahan
clock 23 December 2025 • 2 min read