Bestinvest says
The manager is an experienced UK equity investor, albeit his profile is not as high as some of his peers. AUM for this dedicated portfolio are still relatively small relative to alternative mandates with similar objectives.
Investing primarily in FTSE Mid 250 stocks, the manager has a preference for undervalued companies were he can envisage a catalyst that will provide earnings surprise. Consensus earnings in this respect are an important consideration, as are price and earnings momentum inputs. These stocks are in turn selected within a top down / thematic framework arrived at by the manager. At least 80% of the fund will tend to be invested in core positions, whilst the balance maybe invested in more tactical ideas. Small and Large companies that fall into the portfolio are usually on the edge of the FTSE 250 index.