We have refreshed our quality style screen for the second time and report on style performance since the last refresh in October. Performance has been very strong, outperforming the small-cap index by c.1600bps (weighted basis) and c.1000bps (unweighted). There has been volatility with the market and this style has yet to be tested in a concerted down market, but in a flat or rising market quality appears to be a successful investment style in small-caps. We have highlighted 11 focus stocks in t ....
24 May 2018
Strong performance from quality – 11 focus stocks
Liontrust Asset Management PLC (LIO:LON), 657 | Gresham Technologies plc (GHT:LON), 129 | Aferian plc (AFRN:LON), 10.2 | Churchill China plc (CHH:LON), 0 | Zytronic plc (ZYT:LON), 60.0 | dotDigital Group plc (DOTD:LON), 89.3 | Gateley (Holdings) Plc (GTLY:LON), 123 | Tatton Asset Management Plc (TAM:LON), 588 | Premier Miton Group Plc (PMI:LON), 58.0
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Strong performance from quality – 11 focus stocks
Liontrust Asset Management PLC (LIO:LON), 657 | Gresham Technologies plc (GHT:LON), 129 | Aferian plc (AFRN:LON), 10.2 | Churchill China plc (CHH:LON), 0 | Zytronic plc (ZYT:LON), 60.0 | dotDigital Group plc (DOTD:LON), 89.3 | Gateley (Holdings) Plc (GTLY:LON), 123 | Tatton Asset Management Plc (TAM:LON), 588 | Premier Miton Group Plc (PMI:LON), 58.0
- Published:
24 May 2018 -
Author:
Trevor Griffiths -
Pages:
3
We have refreshed our quality style screen for the second time and report on style performance since the last refresh in October. Performance has been very strong, outperforming the small-cap index by c.1600bps (weighted basis) and c.1000bps (unweighted). There has been volatility with the market and this style has yet to be tested in a concerted down market, but in a flat or rising market quality appears to be a successful investment style in small-caps. We have highlighted 11 focus stocks in t ....