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Sid Chand Lall writes about success of smaller companies navigating higher rates


Marlborough Multi Cap Income Fund Manager Sid Chand Lall has written an article for Portfolio Adviser about how the best UK smaller companies are successfully navigating higher interest rates and economic uncertainty and emerging as stronger businesses than ever.

He says this is creating a rare long-term opportunity because smaller companies remain, for now, out of favour and the improving fortunes of these businesses are not being properly reflected in valuations.

Sid adds that he does not believe the current level of valuations will last indefinitely – and that we are already seeing increased merger and acquisition activity because private equity houses and trade buyers see value at current share prices.


Read the article here

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