Access, capacity and time horizons: The issues facing micro-cap strategies

clock • 6 min read

Hannah Smith takes a closer look at recent launches in the micro-cap space, and how wealth managers are using these strategies to diversify their portfolios.

As correlations between asset classes rise and prominent industry figures such as Crispin Odey predict a looming disaster for equities, investors are trying harder than ever to find uncorrelated investment ideas which could offer some form of protection and diversification. This shift could go some way to explain the popularity of funds investing in the smallest of the small caps. But, with these funds running with limited capacity, what is the best way for discretionary managers to access micro- and nano-cap strategies on behalf of their clients? Giles Hargreave (pictured) is one of ...

To continue reading this article...

Join Investment Week for free

  • Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
  • Get ahead of regulatory and technological changes affecting fund management
  • Important and breaking news stories selected by the editors delivered straight to your inbox each day
  • Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
  • Be the first to hear about our extensive events schedule and awards programmes

Join now

 

Already an Investment Week
member?

Login

More on UK

UK dividends plummet by 8.1% in Q3 as mining sector struggles
UK

UK dividends plummet by 8.1% in Q3 as mining sector struggles

While mid-caps grow

Linus Uhlig
clock 24 October 2024 • 2 min read
Octopus Investments: UK small-caps offer once-in-a-cycle opportunity
UK

Octopus Investments: UK small-caps offer once-in-a-cycle opportunity

Higher potential dividend yields

Beth Brearley
clock 09 October 2024 • 2 min read
Deep Dive: UK dividend opportunities no longer limited to just the FTSE 100
UK

Deep Dive: UK dividend opportunities no longer limited to just the FTSE 100

Discounted valuations cannot persist

Eve Maddock-Jones
clock 27 September 2024 • 4 min read
Trustpilot