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…
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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.

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This article is provided for information only. The views of the author and any people quoted are their own and do not constitute financial advice. The content is not intended to be a personal recommendation to buy or sell any fund or trust, or to adopt a particular investment strategy. 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. 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. Before you make any investment decision, make sure you’re comfortable and fully understand the risks.Further information can be found on Elite Rated funds by simply clicking on the name highlighted in the article.

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