M&G, Simon Bailey

Holdings in areas as diverse as bovine genetics and digital printing have added to Simon Bailey's portfolio

Click here to download pdf With smaller companies outperforming blue chips by an average of 2% per annum over the past 40 years, the niche stocks offer potential for strong returns if managers can traverse the traditional liquidity issues of the asset class. Having been at the helm of the M&G Smaller Companies fund since 2001, Simon Bailey judges every stock on three counts before deciding whether to include it in his portfolio. As belief and confidence in the way a company is run is a major concern for him, he meets the management of every holding, at both a senior and junior level. Be...