Dan Nickols, Head of UK Mid & Small Cap Equities at Old Mutual Global Investors and manager of the Old Mutual UK Smaller Companies Fund puts forward the ongoing case for small and mid-cap stocks after a sustained five-year run against larger cap stocks.
He also outlines how his portfolio positioning has changed since the Brexit vote outcome, the importance of IPO’s in the market as well as outlining some of his favoured growth opportunities currently in his portfolio.
Dan is speaking with Jake Moeller, Head of Lipper UK & Ireland Research in London on February 21, 2017.
About Dan Nickols
Daniel Nickols joined OMGI in 2001 following the integration of Gerrard Investment Funds, prior to which he worked at Gerrard for two years. He was appointed to his current role in January 2009. His involvement with smaller companies began in September 1995, when he joined Albert E Sharp as a specialist salesman. He switched from the sell side to the buy side in May 1997, working on the Albert E Sharp Smaller Companies Fund.
After graduating from Cambridge University in 1992 with an BA in Modern and Medieval Languages, he joined Deloitte & Touche, before moving to the European equities division of Morgan Stanley in June 1994.
He is an Associate of the Institute of Investment Management & Research.
Sign up for weekly updates on fund markets and investment opportunities here.
This material is provided for as market commentary and for educational purposes only and does not constitute investment research or advice. Thomson Reuters cannot be held responsible for any direct or incidental loss resulting from applying any of the information provided in this publication or from any other source mentioned. Please consult with a qualified professional for financial advice.
Thomson Reuters Lipper’s fund macro-groups (including both mutual funds and ETFs) took ...
For the second consecutive week investors were net purchasers of fund assets (including ...
In this podcast, David Coombs, fund manager at Rathbones, chats with Jake Moeller, ...
In this webcast, Andrew MacFarlane, Investment Director at FUNDHOUSE, chats with Jake ...