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Having been ignored for years, the value in overlooked high-quality growing companies, often outside the technology sector, is starting to be recognised and rewarded.
Disclaimer
For professional investors only. 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.
As the post-pandemic de-stocking cycle finally plays through, opportunities are emerging in a variety of sectors, including healthcare and logistics
Recent markets have been driven almost wholly by momentum. How far have fundamentals been left behind in the pricing of equities?
Are there alternatives to big tech? Opportunities abound in the ‘forgotten middle’, where quality, value and growth intersect
Performance in 2023 was highly concentrated. We think this year’s winners may be very different.
Changes in where electricity is generated, and in how and where it’s used, offer a major investment opportunity
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