Bestinvest says
Nigel Thomas has been managing money for over two decades and during that time has built one of the strongest track records in the UK All Companies sector. A pragmatic approach to selecting growth opportunities, combined with an instinct for value sets him apart. We believe this unconstrained approach with minimal benchmark overlap can continue to add value although increasing size as it attracts inflows means the fund will always carry a reasonable weighting to blue chip companies.
The fund's objective is capital growth by investing in companies, primarily of UK origin. The manager adopts a stockpicking approach across the UK market capitalisation spectrum. Share selection is usually driven at first by themes, with these broadly described as growth, value, recovery, consolidation and new issues or entrants to the market. Underlying companies selected are likely to exhibit criteria such as new management, new products, technological change or price anomalies. The manager's pragmatic style means that both growth and value stocks may be included in the portfolio. The manager also places a high emphasis on management integrity.