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Brendan Gulston interview with Portfolio Adviser - September 2019
What is the guiding philosophy on the micro-cap fund?
We have long thought that the sweet spot for investment is somewhere between £50m and £250m.
Our investment philosophy is born from our private equity heritage: the way we have invested in the fund over the ten years since its inception is part and parcel of being a private equity firm and having a private equity mindset.
It underpins how we source and appraise potential investments.
Please note, the views expressed in this article are Brendan’s own and should not be taken as investment advice.
Republished with permission.
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