Mark has run this fund since its launch in 2008 and since then he has significantly outperformed the FTSE All Share Index. He believes valuations are high, and therefore funds which track the index are not the place to be. His fund is targeting the bottom end of the FTSE 250 and very large small cap.
His aim is to find companies which have been mispriced by the market; he believes his hunting ground is in a sweet spot giving him a trough of low valuations. In terms of style he is agnostic and will have anything from value, growth and corporate turnarounds. At the moment there is a tilt towards the value end of the market. He explained some of the stocks he holds and why they offer opportunities…read more