Small caps – why it might be time to consider an allocation
No one invests in small caps during an economic downturn, right? Here’s why it might be time for a rethink
The value of investments, and the income from them, can go down as well as up and an investor may get back less than the amount invested. Past performance is not a guide to future results.
Since the late 1990s our managers have combined quantitative screening with deep analysis and intensive company visiting to uncover opportunities from c.7850* small and mid-cap companies globally.
*Source MSCI 28 Feb 2022
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We seek to drive performance by analysing what’s changing in companies, industries and markets, and looking to see what’s ahead. That means identifying trends and opportunities, as well as challenging consensus.
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