Buffettology Smaller Companies Investment Trust PLC

This is a brand-new strategy and they are looking to raise £100 million. The aim is to invest in 30 to 50 holdings in what they see as one of the most under researched part of the market. The team already run the very successful UK Buffettology Fund and they have experience of the small cap market.

They are long term buy and hold investors and although they are looking to invest in companies with a market cap between £20 and £500 million, they are happy to hold a company if it grows above £500 million, if they believe there is still value in that company.

They are looking at holding around 30 companies initially and will have strict limits of 10% of the gross asset value. They will not look to hold more than 29.9% of a company and they will have 25% sector limits. The philosophy remains the same as the main fund, which is to buy excellent businesses at a fair price….read more

 

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