The Naked Fund Manager

The Naked Fund Manager is a small cap fund manager at one of the "big players" in UK fund management, with
a global mandate and a UK focus. He's managed money there for most of the last decade and before that was a
buyside analyst.

What's his mission?

• Only write down stuff he finds interesting
• Be brief!
• Be clear how he think about stocks
• Share what he's learnt (or re-learnt) that week 
• Remain anonymous