UK Growth

The long-term attraction of the UK smaller companies market is beyond doubt.

Never catch a falling knife. Helpful health and safety advice but, in an equity market context, does the idea of not buying shares in companies that have seen a material price decline really help one make money over the long term?

There can be no doubt the protracted Brexit debacle in the UK is casting a long shadow over its investment markets.

Can British companies still prosper after Brexit?

Portfolio is now '100% as desired'

We see far too many examples of management teams across 'UK plc' failing to act in the interests of the stakeholders of the companies they are employed to run.

The UK economy continues to grow. However, ongoing wrangling over our exit from Europe and broader domestic political uncertainty has seen growth expectations reduced to a rather uninspiring 1.2% in 2019, according to official forecasters.

Which funds made the cut?

Improved business investment

While we are stock-pickers, we do not ignore the business cycle; analysing it helps us determine when to allocate capital to certain companies.