Anjli Shah, manager of the abrdn SICAV I Global Mid-Cap Equity fund, demonstrates the effectiveness of the fund’s ability to run small-cap winners and buy future large-caps early. Anjli acknowledges the challenges faced in 2022, due to a combination of style rotation in global markets and mid-cap growth being affected by higher inflation and interest rate expectations.

This episode also focuses on three holdings: Cadence, a US company specialising in computational software for semiconductor design, Moncler, an Italian luxury brand known for its outerwear, and small-cap graduate, Insulet, a US manufacturer of tubeless insulin pumps. Anjli explains the growth drivers and positive attributes of each company. She also emphasises the importance of meeting management teams and assessing their strategies, vision, and alignment of interests.

What’s covered in this episode: 

• The success of the fund following the third anniversary since inception
• How global style rotation impacted global mid-caps
• The potential for mid-caps to bounce back quickly
• Why semiconductors are important to the AI story
• The momentum behind Italian luxury brand Moncler
• The importance of meeting management before investing
• How the ‘Matrix’ is used for portfolio idea generation
• The potential for Asian and emerging markets to perform well
• Small-cap ‘graduate’ Insulet, a manufacturer of tubeless insulin pumps

More about this fund:
The abrdn SICAV I Global Mid-Cap Equity fund uses the resources of abrdn's thriving small and mid-cap desk, focusing on companies that fall within the "next 15%" range in terms of market capitalisation beyond smaller firms. The fund's approach centres around abrdn's robust screening tool called ‘The Matrix' and consists of approximately 40-80 companies.

Learn more on fundcalibre.com

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.

Learn more on fundcalibre.com

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.