EXPERT COMMENT ON SMALLER COMPANIES AND AIM SHARES FOR INHERITANCE TAX PLANNING

Where is the Value in Small Caps?

04/03/2016 · H&T Group (HAT)  · Lavendon Group PLC (LVD)  · Somero Enterprises (SOM) 

This is a question we asked ourselves a lot in 2015, as momentum propelled growth stocks ever skyward. Value shares were very much out of fashion and the share prices of many good value smaller quoted companies simply languished, attracting little investor interest. From what we have witnessed at the start of 2016, ‘Value’ appears to be making a come-back. Indeed, the growing number of opportunities and more supportive market conditions has seen our associates at Fundamental Asset Management open up the Paul Scott Small Cap Value Portfolio to new investors. So what sort of value opportunities are we coming across? Our latest Blog here offers 5 small cap value ideas. If you would like to learn more about value investing from some of the worlds’ leading investors we would highly recommend you attend The London Value Investor Conference on 26th May 2016 which we also cover in our Blog below.


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