SLI's Rowsell: If Trump's policies are pro-growth, that will benefit smaller companies

Taking global approach to small cap

Standard Life Investments' manager Alan Rowsell shares the lessons he has learnt over five years managing the Global Smaller Companies fund and where the small-cap opportunities are going forward.

Rowsell is manager of the £430m Standard Life Investments Global Smaller Companies fund, which has been running since January 2012. Over the five years since launch, the fund has returned 114% versus 75% for the IA Global sector. Rowsell previously ran the fund with SLI's head of smaller companies Harry Nimmo but recently became the sole manager.  How do you select good companies in which to invest as you have such a wide global remit? It is impossible to cover every stock but we have a universe of 6,000 companies across 46 countries and sort them by characteristics such as quality,...