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Global SmallCap: Introduction and investment process
28.4.2025
In this video Tobias Bucks and Simon Wood, Co-Managers of our Global SmallCap fund, explain how they focus on quality companies that are leaders in niche sectors. They discuss the four-stage investment process they use to construct a diversified portfolio comprised of the most attractive opportunities around the globe.
In addition, they highlight how small caps, which have delivered strong returns historically, are currently looking ‘very cheap’ relative to large and mid-cap companies.
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For professional clients only.
This communication is provided for general information purposes only and should not be construed as personal financial advice to invest in any fund or product. These are the investment manager’s views at the time of writing and should not be construed as investment advice. The opinions expressed are correct at time of writing and may be subject to change. Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed. An investor may get back significantly less than they invest. Past performance is not a reliable indicator of current or future performance and should not be the sole factor considered when selecting funds.
