Small and mid caps see strong performance de spite volatility, with attractive valuations on offer

Rathbones' Marina Bond and Cazenove's Paul Marriage discuss developments within the small-cap sector, which has survived a tricky time over the summer months to achieve a comparatively strong performance, with a healthy forecast for valuations as opportunities increase

This week's Conjecture debate focuses on the UK's small companies sector, a sector that is currently coming off the back of a four-year bull run. Taking part in the discussion are Marina Bond, manager of the Rathbone Smaller Companies fund, and Paul Marriage, manager of the Cazenove UK Smaller Companies fund. The summer and early autumn has been a pretty tricky time in the markets - how have you coped during the recent volatility? Paul Marriage (PM): It has been an interesting one for me because when the market got tough at the end of the second quarter, we performed very strongly. ...