The Unicorn UK Smaller Companies fund is managed by Simon Moon and looks to uncover some truly hidden gems at the lower end of the market cap spectrum. Unicorn is a specialist in the UK small-cap space with the team looking for stocks with lasting competitive advantages, experienced management teams and strong balance sheets. All companies must be profitable at the point of investment, while the fund actively avoids companies in the oil and gas, mining and biotech sectors.
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Stuart Springham, deputy manager of TM home investor, talks to us about a new income share class for the fund and a potential 2.4% yield. He tells us about pent-up demand in the housing market resulting in increased asking prices, how the new desire for gardens and offices may not result in a permanent change, how the stamp duty holiday may help...
Public sector pay rises, a higher oil price and government asset purchases all point to future price inflation, according to Rob Burdett, co-manager of BMO MM Navigator Distribution. He explains why inflationary signs are positive for value funds, describes how the “Mexican wave of global shutdowns” made diversification “null and void”, and tells...
Martin Flood, co-manager of Lazard US Equity Concentrated, tells us how you can make money from the fact that American’s don’t throw things away. He also tells us why he thinks McDonald’s is such a great business, why dollar stores are the ‘anti-e-commerce’ play and describes how Motorola has moved from flip-top phones to police and fire brigades’...