Main menu
Edison Group
  • Home
  • Sparks
  • Equities

    Equities

    View All Equities

    Equities by Sector

    YXT.com

    MCap

    USD127m

    Last close

    USD23.43

    ▲ 20.23 (632.19%)

    Northern Data Group

    MCap

    EUR486m

    Last close

    EUR7.56

    ▲ 2.33 (44.59%)

    Bodycote

    MCap

    GBP1,572m

    Last close

    GBP9.23

    ▲ 173.00 (23.07%)

  • Sectors

    Sectors

  • Megatrends

    Megatrends

  • Thematics

    Thematics

    View All Thematics

    Latest

  • Audiovisual

    Audiovisual

    View All Audiovisual

    Latest

Vantage: UK small caps – an overlooked opportunity ready for recovery, an interview with Richard Penny

Vantage: UK small caps – an overlooked opportunity ready for recovery, an interview with Richard Penny

In this interview, Richard Penny, fund manager at Oberon Investments (managing UK Core, UK Special Situations and UK Smaller Companies), shares why UK small caps present a compelling opportunity right now. With UK small caps down 50% since September 2021 (twice as bad as during the global financial crisis), Richard explains how this creates an asymmetric risk opportunity for contrarian investors seeking growth at value prices. He illustrates this by discussing holdings like Zegona Communications (LSE: ZEG, market capitalisation £5.5bn) and BATM Advanced Communications (LSE: BVC, market capitalisation £66m).

Watch the full interview to understand why small caps tend to outperform over time, the characteristics of multi-bagger stocks and how Richard’s ‘GRASP’ approach has delivered 4% annual outperformance over 20 years.

< Previous
Next >

You may also be interested in these:

Financials

Molten Ventures – executive interview

Financials

JDC Group – executive interview
Cookie Policy Overview
Edison Group

This website uses cookies so that we can provide you with the best user experience possible. Cookie information is stored in your browser and performs functions such as recognising you when you return to our website and helping us understand which section of the website you find more interesting and useful. See our Cookie Policy for more information.

Strictly necessary and functional

These cookies are used to deliver our website and content. Strictly necessary cookies relate to our hosting environment, and functional cookies are used to facilitate social logins, social sharing and rich-media content embeds.

Advertising

Advertising Cookies collect information about your browsing habits such as the pages you visit and links you follow. These audience insights are used to make our website more relevant.

Performance

Performance Cookies collect anonymous information designed to help us improve the site and respond to the needs of our audiences. We use this information to make our site faster, more relevant and improve the navigation for all users.