John Baron's Investment Trust Portfolio 

Retaining trust in smaller companies

Retaining trust in smaller companies

For the first time since first writing these columns over 10 years ago, I have modified the format to allow a more in-depth examination of the subject at hand. This column focuses on why I believe UK smaller companies look to be one of the most attractive investments at this moment in time. I examine the extent of the de-rating in recent quarters, why this underperformance should now be coming to an end, and the best approach to adopt in harnessing the coming outperformance by way of both style and investment trust.

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