Two brilliant AIM stocks powering this Hargreave Hale fund

The AIM market has been battered this year, dragged down by falls of more than 50% in some of the index heavyweights. Hargreave Hale's Oliver Bedford highlights two lesser-watched stocks lighting up the market.

2014 will not go down as a vintage year for equities. Risk appetite has fallen away, and nowhere has this been more keenly felt than on the Alternative Investment Market (AIM). Close observers of AIM will know the index has suffered, at least in part, from issues affecting some of its largest constituents. At the turn of the year, the seven largest companies accounted for 22% of the index. For different reasons, each specific to the company, five of those stocks have since fallen by more than 50%, accounting for more than half of the decline in the index. Strip those out, and the unde...