Communication essential involatile times

With the current volatility in the markets, it is important for fund managers to meet with the directors of companies so they can see for themselves what its prospects are

In these volatile times, successful small-cap fund managers will stick to Kipling's advice and keep their heads when all around are losing theirs. A robust portfolio must be backed by a disciplined approach to acquisitions and disposals. Frequent meetings between the fund manager and company directors are essential. It is impossible to overstate the importance of a fiercely disciplined approach to buying and selling in this market. Whether we are engaged in active war or post-conflict reconstruction, whether the stockmarket undergoes a swift metamorphosis from bear to bull, whether marke...