Bruising year for River and Mercantile micro-cap strategy
Net assets drop nearly 50% as chairman emphasises need for patience when investing in smaller companies
Small Cap
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David Taylor: We stand out from large cap-focused crowd
But aversion to FTSE 100 names means the Chelverton UK Equity Income Fund has taken a bruising of late
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UK small caps ripe for recovery
Though, with a recession looming, an entry point will be tough to pinpoint
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Small mercies: Resilient returns within UK small cap sector
The sector has taken a serious hit of late – but can Ken Wotton of Gresham House and Liontrust’s John Husselbee see a brighter side to the story?
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US small caps and tech stocks top performance charts in July
Investors betting central banks may be more reluctant to rise rates as economic growth weakens
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Ken Wotton: Unloved UK holds opportunities for ‘smart money’
Video: Gresham House managing director of public equities on UK prospects and plans to revamp Strategic Equity Capital
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Gresham House duo on getting the inside track on IPOs
Due diligence involves paying contacts to spend time with target companies
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Are small caps a better bet than private equity?
Investors have ditched ‘unloved’ smaller companies for private equity or bond proxies
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GSAM soft closes global small cap fund
Strong client demand sees assets under management break $650m
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Small cap will drive Chinese economy
Small cap companies in China are at the forefront of driving the country’s economic shift, according to Matthews Asia portfolio manager Tiffany Hsiao.
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The only asset class not offering sub-zero returns
Most asset classes will provide negative real returns from now on, but there is one exception to this rule, according to US asset manager GMO.
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PA ANALYSIS: Small cap funds – golden boys of European equities?
European equity mid- and small-cap funds have outperformed their large cap counterparts by a factor of five over the past two years. Why has this been the case, and will the outperformance endure?