Smaller companies represent a big opportunity for investors. They're a vital part of the global investment landscape, offering agile and niche businesses that can significantly enhance investors’ portfolios.
We’ve been investing in smaller companies for over 25 years, with extensive experience in identifying quality companies with strong, resilient business models that generate value for our clients.
Return potential
Expanded diversification
Value opportunity
Despite their obvious potential, many of the asset classes within smaller companies are trading at a discount in absolute terms to their larger peers. This may offer an attractive entry point.
We also believe that investing in smaller companies can offer significant value for investors over the long term. Our deep, fundamental research has the potential to take advantage of lower sell-side coverage.
- 1 Source: Morningstar Direct, 1 October 2001 – 31 October 2024. Annualised relative outperformance of MSCI Small Cap index vs broader MSCI index
- 2 Source: MSCI, March 2025
Risk warning
The value of investments, and the income from them, can go down as well as up and an investor may get back less than the amount invested. Past performance is not a guide to future results.
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