65. Learning a musical instrument and other lockdown behaviours benefiting UK small-caps

Dr. Paul Jourdan, co-manager of the TB Amati UK Smaller Companies fund, talks to us about the disbelief and then panic that defined stock market behaviour in March as the global pandemic took hold. He discusses the wide variety of UK smaller companies that are actually benefiting from lockdown - from musical instrument retailers to conferencing services and insolvency firms – and gives his views on what may happen if a vaccine isn’t found…
Apple Podcast Spotify Podcast

TB Amati UK Smaller Companies fund is managed by a highly experienced trio of small cap specialists. The portfolio of 65-70 companies focuses on structural growth businesses, which the managers believe can add value in the under-researched small and mid-cap part of the market.
Valuation is important, and the managers love to buy cheap businesses when they can, but they think it is much more important to find the right companies first.

Read more about TB Amati UK Smaller Companies fund

The views of the author and any people interviewed are their own and do not constitute financial advice. However the knowledge that professional analysts have analysed a fund or trust in depth before assigning them a rating can be a valuable additional filter for anyone looking to make their own decisions. Before you make any investment decision make sure you’re comfortable and fully understand the risks. If you invest in fund or trust make sure you know what specific risks they’re exposed to. Past performance is not a reliable guide to future returns. Remember all investments can fall in value as well as rise, so you could make a loss.

More Episodes