FundCalibre - Investing on the go

140. Why small-caps are the place to be in this part of the economic cycle


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Simon Moon, manager of the Unicorn UK Smaller Companies fund, tell us why smaller companies are the place to be in this stage of the economic recovery. He also talks us through why small-caps can be leaders in the ESG space, despite being overlooked by a number of credit rating agencies. He also explains why a business like Braemar Shipping Services can benefit from the blocking of the Suez Canal and why market-leading steel company Severfield has more strings to its bow than just office development. Simon also covers how M&A activity can be both a blessing and a curse for a small-cap manager.

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Please remember, we’ve been discussing individual companies to bring investing to life for you. It’s not a recommendation to buy or sell. The fund may or may not still hold these companies at the time of listening. Elite Ratings are based on FundCalibre’s research methodology and are the opinion of FundCalibre’s research team only.

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