Views & News

A spotlight on our small caps

| UK Equities
James Lowen
Clive Beagles
02 Aug 2020
  • In this paper, we focus on our small-cap stocks and why we are so excited by this part of the portfolio. 
     
  • These are not embryonic businesses whose success depends upon technological disruption or a new business model to succeed; they are well-established and well-financed groups with experienced management teams.
     
  • Following changes we made to the portfolio since the start of the pandemic, we now believe we have one of the best quality portfolios (in the value part of the market) in the Fund's 15-year history.

Disclaimer

Past performance is no guarantee of future performance. The value of investments and the income from them may go down as well as up and you may not get back your original investment. The information contained herein including any expression of opinion is for information purposes only and is given on the understanding that it is not a recommendation. The Fund’s investment include shares in small-cap companies and these tend to be traded less frequently and in lower volumes than larger companies making them potentially less liquid and more volatile.

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