Following a year of pandemic lockdown, the first half of 2021 have seen economies responding positively to the vaccine rollout and lifting of movement restrictions.
One asset class, in particular small cap stocks, have responded strongly. Small-cap stocks typically benefit in a market recovery as they are more sensitive to cyclical catalyst. While concerns over inflationary pressures abound, we believe the wide universe of small cap companies still present opportunities.
Join us as we explore active stock picking will enable us to deliver attractive returns over the longer term.