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Some of the best Spanish stock pickers have important investments in the United Kingdom. Brexit is an important threat to the English economy and yet, these investors have found extraordinary stock opportunities.

The main sector in which they are invested in is General Retailers (as categorized by LSE). These investors have also found value in the commodities British industry (oil, gas and mining), which has been deeply explained by azValor here. The other important sector for these Spanish value investors is the Support Services.

Regarding the size of the companies, the average market capitalisation of these 25 stocks is £10.3 billion, with BP plc as the biggest company. The median market cap, however, is £1.7 billion, which is more representative of the kind of companies that these investors like. The smallest company is the microcap SCS Group plc.

 

Company

Market Cap (Million) FTSE sector FTSE sub-sector
Standard Chartered plc

£25,628

Banks

Banks

Judges Scientific plc

£133

Electronic & Electrical Equipment

Electronic Equipment

Camellia plc

£337

Food Producers

Farming & Fishing

Sports Direct International plc

£1,990

General Retailers

Apparel Retailers

SCS Group plc

£88

General Retailers

Home Improvement Retailers

Topps Tiles plc

£178

General Retailers

Home Improvement Retailers

DFS Furniture plc

£394

General Retailers

Home Improvement Retailers

Just Eat plc

£5,354

General Retailers

Specialized Consumer Services

Dixons Carphone plc

£2,171

General Retailers

Specialty Retailers

Majestic Wine plc

£315

General Retailers

Specialty Retailers

Informa plc

£5,832

Media

Publishing

Rio Tinto plc

£50,862

Mining

General Mining

BHP Billiton plc

£30,314

Mining

General Mining

Tullow Oil plc

£2,644

Oil & Gas Producers

Exploration & Production

Ophir Energy plc

£397

Oil & Gas Producers

Exploration & Production

BP plc

£94,100

Oil & Gas Producers

Integrated Oil & Gas

Petrofac Limited

£1,692

Oil Equipment & Services

Oil Equipment & Services

LSL Property Services plc

£272

Real Estate Investment & Services

Real Estate Services

Babcock International Group plc

£3,405

Support Services

Business Support Services

Serco Group plc

£1,033

Support Services

Business Support Services

IWG plc

£2,254

Support Services

Business Support Services

Mears Group plc

£386

Support Services

Business Support Services

Imperial Brands plc

£24,850

Tobacco

Tobacco

The Gym Group plc

£321

Travel & Leisure

Recreational Services

Greene King plc

£1,512 Travel & Leisure

Restaurants & Bars

Source: CNMV (31/12/2017) and London Stock Exchange

 

The 15 most important positions of the best Spanish value funds can be found here.