Investec's Rodrigs on weathering all economic conditions

Contrary to initial expectations, smaller companies have generated some of the best returns for investors over the past five years of any asset class. However, the sector is prone to boom and bust and the top managers in a bull market are often hit hardest in a sell-off. Philip Rodrigs, manager of the Investec UK Smaller Companies fund, believes the group's process is robust enough to withstand a variety of market conditions. The fund is run according to the 4 Factor investment process, which is managed by a boutique team within Investec. The philosophy strives to seek out high qualit...