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Top fund manager shuns Barclays for Lloyds and RBS

By Dylan Lobo | 00:01:00 | 20 November 2009

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JO Hambro Capital Management’s Mark Costar believes there is more value to be found in RBS and Lloyds Banking Group than Barclays.

Costar, who had largely avoided banks for some considerable time, has moved his 55-stock JOHCM UK Growth fund’s (which he co-manages with Alex Savvides) exposure to the sector into an overweight position in the past three months on signs of an improvement in conditions.

He has cut his exposure to Barclays from being 2% overweight to an underweight.

Costar views both RBS and Lloyds as stronger investment players than Barclays, even though the first two have suffered the ignominy of falling under state ownership.

‘While there’s likely to be a deterioration on return of equity [on Lloyds], the market has failed to focus on the improvement in their quality of earnings,’ Costar explains. ‘After the turmoil, the barriers to entry in the banking sector are significant higher and the competitive threat to the likes of Lloyds is lower.

‘Additionally, the banks’ leverage position is significantly lower, also improving the quality of earnings. All of the surplus capital generated will compound down to the investor. This is a very powerful circle.’

Lloyds has recently confirmed it is looking raise £13 billion through a rights issue as part of a restructuring programme to reduce its dependence on the government’s Asset Protection Scheme (APS). Costar said the bank was well placed to gain market share, compelling him to invest 2.17% of his £364 million fund into the stock.

He intends to participate in the rights issue. 'We have seen the fund raising as expected at Lloyds and underlying trade has improved since we heard from them. Demand for the rights issue is strong and we intend to support it.'

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Comments (8)

fergus kelly - wouldn,t agree

12:03 | 20 Nov 2009

barclays well on the way to being a powerhouse operation. picked up a bargain in lehmans. will be a major player on tge global scene.

gazkaz - A bit of reality

12:25 | 20 Nov 2009

Now here in the real world - if I ran RBS I would get as much accross into provisions for bad debts as I could possibly manage.

Tax saving, free funding and also whilst nobody blinks an eye at any level of figures you want to unload.

Hey presto next year and onwards looks better, a lot better because you dumped everything, even the slightly "iffy", beforehand.

In addition that over provision can be brought back into the P&L account at will to make it look even better.

Then rub your hands, slap one another on the back & say OH what good chairman & chief execs we are, an excellent turnaround again. Their salaries are candy from a child o that one.

Barclays on the other hand can't take it all in a few massive hits and will keep increasing provisions for several years.

Bear it in mind - look at the P.E of each - make your choice for the longer term.

A fund managers salary - taing candy from a child on that one too.

Cupid - gazkaz

14:15 | 20 Nov 2009

fair comments but who wants to invest in a business 85% owned by the taxpayer, not for me.

BigHammo - Is he for real?

16:38 | 20 Nov 2009

Whilst RBS and Lloyds have been busy trying to stave off the government stakeholders, Barclays have been investing in foriegn countries, china, russia, leyman brothers, and selling off non p[rofitabl parts of its organisation, Which will make it as big as HSBC at least.

I know who my money is on.

denby1 - rubish

21:32 | 20 Nov 2009

What a load of rubish mind you mark costar will not have any of my money if it is going to lloyds and rbs i would have it in barclays.

:-)

John Esha - I dont think so

17:13 | 21 Nov 2009

Lloyds and RBS are now retail banks. The barriers to entry are lower not higher. There will be new entraints like Tesco and Sainsbury who will eat all the margin and take customers from Lloyds and RBS who will be burdened by heavy old costs and government interference.

Andy - Interesting comments

21:47 | 21 Nov 2009

Very interested to hear in these comments.It's all about perception and where value is seen in any stock moving forwards.Lloyds has had it's difficulties but is trying to extricate itself from the APS.In itself I see potential for a greater gain in shre price % over the next 12 mths than Barclays or RBS so .It's not all gloom out there and I'm looking at taking up any RI that I'm entitled to and expecting to be handsomely rewarded over time.(3-5 years)

DaveT - Isn't this where we came in?

22:55 | 23 Nov 2009

A fund manager (banker ?) suggests taking the risky option of investing in shares which have been battered, and therefore MAY have lots of upside, rather than shares in a company which survived on its own ability and therefore has less upside (maybe ?) but is much safer.

Barclays are surely going to pay dividends before Lloyds and show signs of growing out of the compost the other banks are in long before the compost grows anything.

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