OMAM's Nickols reshapes UK Select for ‘market bounce back'
Dan Nickols, Old Mutual Asset Managers' (OMAM) top performing small-cap manager, has reshaped his £468m UK Select Smaller Companies fund to gain greater exposure high quality cyclical firms.
Nickols (pictured) has implemented a 10% position to a basket of cyclical value stocks, in anticipation share prices are set to rise sharply. His holdings in the sector include Volex, TT Group and AZ Electronic...
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