Over the past three years to November 25, his UK select opportunities fund has risen by 94.8 per cent – around 40 per cent higher than the UK all-companies sector. As a result, he has quite rightly regained his Citywire AAA rating. Unlike many fund managers, Thomas usually invests around a third of the fund in large caps, a third in mid caps and a third in small caps, although he is currently increasing his exposure to large-cap companies.He particularly likes pharmaceuticals such as GlaxoSmithKline and AstraZeneca and continues to stay clear of retailers and banks. He also likes some general industrial shares inclu- ding aerospace, engineer- ing and machinery, electronics and electrical equipment companies. His biggest sector holdings are in resources, general industrials and cyclical services. His big- gest individual holdings include Rolls-Royce, BP, BOC, Rotork, Rexam and Megitt, as well as the big pharmaceutical companies. More than 30 per cent of his portfolio is still invested in smaller companies, with around a third of this in Aim shares. He has an above-average amount in cash at 7.5 per cent, which is awaiting new investment opportunities. I have been a follower of his for more than 10 years and recommend his fund be one of the top choices for portfolios investing in the UK growth sector.