Since April, our growth style screen has performed very strongly, outperforming the main small-cap index by 20pp and 24pp on an unweighted and weighted basis respectively, also comfortably outpacing microcap. In this note we provide more detail on the constituent and basket performance in the period and present the new screen constituents. As usual we focus on 10 of the current constituents, providing brief summaries and financials for clients to consider. We will refresh again in 5-6 months tim ....

30 Nov 2017
N+1 Singer - Small-cap quantitative research - Growth style refresh, strong performance
Surgical Innovations Group plc (SUN:LON), 0.7 | DotDigital Group PLC (DOTD:LON), 82.0 | Telford Homes (TEF:LON), 0 | Avingtrans plc (AVG:LON), 395 | Statpro Group (SOG:LON), 0 | Tialis Essential IT PLC (TIA:LON), 76.0 | Frenkel Topping Group plc (FEN:LON), 47.5 | Yu Group PLC (YU:LON), 1,770 | LoopUp Group PLC (LUPGF:OTC), 0

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N+1 Singer - Small-cap quantitative research - Growth style refresh, strong performance
Surgical Innovations Group plc (SUN:LON), 0.7 | DotDigital Group PLC (DOTD:LON), 82.0 | Telford Homes (TEF:LON), 0 | Avingtrans plc (AVG:LON), 395 | Statpro Group (SOG:LON), 0 | Tialis Essential IT PLC (TIA:LON), 76.0 | Frenkel Topping Group plc (FEN:LON), 47.5 | Yu Group PLC (YU:LON), 1,770 | LoopUp Group PLC (LUPGF:OTC), 0
- Published:
30 Nov 2017 -
Author:
Singer CM Team -
Pages:
12 -
Since April, our growth style screen has performed very strongly, outperforming the main small-cap index by 20pp and 24pp on an unweighted and weighted basis respectively, also comfortably outpacing microcap. In this note we provide more detail on the constituent and basket performance in the period and present the new screen constituents. As usual we focus on 10 of the current constituents, providing brief summaries and financials for clients to consider. We will refresh again in 5-6 months tim ....