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The Big SMid re-rate?

Portfolio Managers Richard Bullas and Dan Green review 2022 reflecting on a pronounced UK small-and-mid-cap drawdown and sharing their outlook for 2023.

Date published
30 Jan 2023
Tag

UK Equity: The Big SMid Re-rate?

Entering 2023, Tim Baker caught up with portfolio managers Richard Bullas and Dan Green to discuss all things UK small and mid cap. Richard and Dan reflected on a challenging 2022 for UK small and mid cap investors, and why the case is building for a Big Smid Re-rate. Watch the full replay here.

Tim


INVESTORS COMMITTED TO UK EQUITIES

  • UK Small Cap

    Small cap equities are under researched relative to the broader market, uncovering market anomalies and great mispricing opportunity.

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  • UK Mid Cap

    High conviction, bottom-up, active UK equity investors.

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