Global small-caps and the case for direct engagement

'We firmly believe these interactions have significant merit'

clock • 4 min read

Tobias Bucks and Simon Wood explore their specialist subject global small-caps and make the case for direct engagement...

The debate over whether direct engagement with companies adds value to fund management has rumbled on for years. It's perhaps not hard to understand why cynics question the benefits of such an approach. For example, in the second half of last year alone we visited businesses in the US, Japan and the UK. Our ports of call included luxury fashion retailer Bruno Cucinelli, electronics manufacturer Tokyo Electron and British High Street mainstay Greggs. It might be tempting to imagine us snapping up £1,500 polo shirts, enjoying a game of Space Invaders and rounding things off with a celeb...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Investment

Trump, Modi and US-India trade tensions – who cares?

Trump, Modi and US-India trade tensions – who cares?

A bottom-up approach to finding hidden gems

Gabriel Sacks
clock 02 January 2026 • 4 min read
2026: Year of the racehorse or workhorse?

2026: Year of the racehorse or workhorse?

'Every year brings its challenges, and 2026 will be no exception'

Russell Andrews
clock 02 January 2026 • 4 min read
Trian and General Catalyst to purchase Janus Henderson for $7.4bn

Trian and General Catalyst to purchase Janus Henderson for $7.4bn

Will continue to be led by current management team

Patrick Brusnahan
clock 23 December 2025 • 2 min read