James Thomson, fund manager of Rathbone Global Opportunities, tells interactive investor’s collectives editor Kyle Caldwell how he finds companies with a “star quality that gives them resilience and lots of growth potential going into the future”. He names Rightmove as an example of a UKlisted business that has the qualities he likes to see.

Thomson also explains why he prefers to run his winners and cut the losers. One stock that has been performing very well for the fund lately is Nvidia. Thomson explains why he remains bullish on Nvidia’s prospects, which he describes as the “picks and shovels” winner of the artificial intelligence (AI) gold rush. He also explains that to balance risk, around 20% of the portfolio is in less economically sensitive companies, and names two “weatherproof” stocks that sit in this defensive area of the fund.

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