Investec's Philip Rodrigs says accessing small caps via a specialist active manager could bring value to your portfolio.
Investors have in recent years overlooked the investment potential of UK smaller companies and favoured allocations to UK multi-cap equities. Any exposure to UK small-cap equities for such investors has been minimal and delegated to their third party multi-cap manager, leaving them underexposed to this potentially very alpha-rich area of equities. But now is the time for investors to consider a dedicated allocation to UK small-cap equities via a specialist active manager. The main reasons for our view are: 1. Over the past 55 years, UK smaller companies as represented by the Hoa...
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