INVESTING SHOW: Gresham House's Ken Wotton on why he gets stuck in to 支援する small companies that can 勝利,勝つ big

Britain’s big beast FTSE 100 companies are often bemoaned for their 欠如(する) of excitement but at the opposite end of the UK stockmarket there are plenty of 高度に innovative companies.

Smaller company 投資家s can 利益 from overlooked 適切な時期s in a far いっそう少なく 研究d market, the headroom for lots of 可能性のある growth, and 管理/経営 teams with plenty of 肌 in the game.

But 選ぶing 質 small caps 要求するs lots of 研究 and the nous to build a 大臣の地位 that can ride out any 嵐/襲撃するs that can 厳しく dent their more volatile 株 prices.

Some smaller companies 基金s and 信用s を取り引きする this by spreading their 危険 across 50 to 100 在庫/株s, but that’s not the approach Ken Wotton, of Gresham House, 可決する・採択するs for the 戦略の 公正,普通株主権 資本/首都 信用 he manages.

Instead, it has a tight 大臣の地位 of just 17 companies that the 基金 管理/経営 team 捜し出す to get 直接/まっすぐに 伴う/関わるd with to work together to create a successful 商売/仕事 and 投資.

It 述べるs this as 適用するing 私的な 公正,普通株主権-style techniques to 私的な companies.

On this episode of the 投資するing Show, Ken Wotton joins Richard Hunter and Simon Lambert to talk through the 信用’s approach and why he sees UK smaller companies as having the 可能性のある to 配達する strong returns in years to come.

But he says that 投資家s must look at companies 個々に and 調査/捜査する their prospects rather than 適用するing a 幅の広い 小衝突 approach.

Ken 最高潮の場面s some of the companies he is 支援 and why and explains why even though he may be 投資するing in growth companies he looks for 利益(をあげる)s now rather than the 約束 of jam tomorrow.

Over the past year, the 信用 has 配達するd a 61.4 per cent return as it has 利益(をあげる)d from the Covid 回復 to a greater degree than the AIC Smaller Companies 部門 普通の/平均(する) return of 53.2 per cent. However, over three years it 追跡するs the 49 per cent 部門 普通の/平均(する) with a 42 per cent return. It has 現在進行中の 告発(する),告訴(する)/料金s of 1.07 per cent and 貿易(する)s at a 13.3 per cent 割引 to 逮捕する 資産 value.

The 
top ten holdings in Strategic Equity Capital investment trust at the end of September 2021

The 最高の,を越す ten holdings in 戦略の 公正,普通株主権 資本/首都 投資 信用 at the end of September 2021

The trust has outperformed the FTSE Small Cap excluding investment trust index since 2009

The 信用 has outperformed the FTSE Small Cap 除外するing 投資 信用 索引 since 2009

The comments below have not been 穏健なd.

The 見解(をとる)s 表明するd in the contents above are those of our 使用者s and do not やむを得ず 反映する the 見解(をとる)s of MailOnline.

We are no longer 受託するing comments on this article.

More 最高の,を越す stories