Research suggests fund managers' biggest bets outperform. That’s even true for managers of poorly performing funds, although at the Investors' Chronicle, we’re only interested in the best of the best.
Every week, we publish a list of the “best ideas” of top fund managers from one of seven sectors. This week it is the turn of UK small cap stocks.
Our fund managers’ best ideas table constitutes the top five holdings of a selection of top performing funds. The data is based on the funds’ most recent portfolio disclosures to Morningstar.
Top Fund Managers' Favourite Small Caps
| FUND BEST IDEAS: UK SMALL CAP | |
| 23/5/2022 | No. Funds |
| Alpha FX Group PLC | 7 (+3) |
| Future PLC | 6 |
| Next Fifteen Communications Group PLC | 5 (+1) |
| Treatt PLC | 5 (+2) |
| Watches of Switzerland Group PLC | 5 |
| OSB Group PLC | 4 (+1) |
| Serco Group PLC | 4 |
| CVS Group PLC | 3 (NEW) |
| Gamma Communications PLC | 3 (-1) |
| Smart Metering Systems PLC | 3 (+1) |
| accesso Technology Group PLC | 2 (+1) |
| Alpha Financial Markets Consulting PLC Ordinary Shares | 2 |
| Cerillion PLC | 2 |
| Clinigen Group PLC | 2 |
| Energean PLC | 2 |
| Essentra PLC | 2 |
| Euromoney Institutional Investor PLC | 2 (+1) |
| Hilton Food Group PLC | 2 (+1) |
| JTC PLC Ordinary Shares | 2 |
| Kape Technologies PLC | 2 (+1) |
| Mattioli Woods PLC | 2 |
| Oxford Instruments PLC | 2 (-1) |
| Prudential PLC | 2 |
| RWS Holdings PLC | 2 (+1) |
| Serica Energy PLC | 2 |
| Tesco PLC | 2 |
| Advanced Medical Solutions Group PLC | 1 |
| AfriTin Mining Ltd Ordinary Shares | 1 |
| Alphabet Inc Class A | 1 |
| Beeks Financial Cloud Group PLC | 1 (NEW) |
| Beximco Pharmaceuticals Ltd GDR | 1 |
| Bloomsbury Publishing PLC | 1 |
| Brewin Dolphin Holdings PLC | 1 (NEW) |
| Brickability Group PLC Ordinary Shares | 1 |
| Bytes Technology Group PLC Ordinary Shares | 1 |
| Calnex Solutions PLC Ordinary Shares | 1 (NEW) |
| CareTech Holdings PLC | 1 |
| CentralNic Group PLC | 1 (NEW) |
| ContourGlobal PLC | 1 (NEW) |
| Creo Medical Group PLC | 1 (NEW) |
| Croda International PLC | 1 (NEW) |
| Diploma PLC | 1 (NEW) |
| Diversified Energy Co PLC | 1 |
| DX (Group) PLC | 1 |
| Elixirr International PLC Ordinary Shares | 1 |
| Ergomed PLC | 1 |
| Fintel PLC | 1 |
| Focusrite PLC | 1 |
| Frenkel Topping Group PLC | 1 |
| Games Workshop Group PLC | 1 |
| Gateley (Holdings) PLC | 1 (NEW) |
| Hill & Smith Holdings PLC | 1 |
| Indivior PLC | 1 (-1) |
| Inspecs Group PLC Ordinary Shares | 1 (-1) |
| IntegraFin Holdings PLC | 1 (-1) |
| IOG PLC | 1 |
| IQGeo Group PLC | 1 |
| Jubilee Metals Group PLC | 1 |
| Kainos Group PLC | 1 |
| Kinovo PLC | 1 |
| Kistos PLC Ordinary Shares | 1 (-2) |
| Liontrust Asset Management PLC | 1 (-1) |
| M&C Saatchi PLC | 1 (NEW) |
| Marlowe PLC | 1 (-1) |
| MITIE Group PLC | 1 |
| Mortgage Advice Bureau (Holdings) PLC | 1 |
| Open Orphan PLC | 1 (NEW) |
| Premier Foods PLC | 1 |
| RELX PLC | 1 |
| Renew Holdings PLC | 1 |
| River and Mercantile Group PLC | 1 |
| Robert Walters PLC | 1 |
| SigmaRoc PLC | 1 |
| Sirius Real Estate Ltd | 1 |
| Solid State PLC | 1 (NEW) |
| Spirent Communications PLC | 1 (NEW) |
| Starling Bank Ltd B Shares | 1 |
| Sureserve Group PLC | 1 |
| Totally PLC | 1 |
| Tracsis PLC | 1 (NEW) |
| Tremor International Ltd | 1 |
| Vitec Group (The) PLC | 1 |
| WPP PLC | 1 |
| Xaar PLC | 1 |
| XPS Pensions Group PLC | 1 |
| YouGov PLC | 1 |
source: Morningstar. Based on top five holdings
Learn from the best
Understanding the investment process of some of the world's top fund managers can help private investors when they're picking stocks and when they're choosing which funds to invest in. In the links below you can listen to our discussions with some of the UK's best and head to our podcast page to listen to all our fund manager interviews.
Nick Train hates selling companies so much that he can’t quite remember which stock he sold last. “Selling is an admission you’ve made a mistake,” he says in this interview with Leonora Walters.
Walter Price: "The Chinese are a force to be reckoned with in technology"
Walter Price, portfolio manager of hugely successful Allianz Technology Trust, is concerned about the valuations of US tech companies. In this podcast, he tells us his views on growth, regulation, and China.
Roddy Snell: “I’ve rarely been so bullish on Asia”
Tension between the US and China isn’t something that worries Roddy Snell, co-manager at Baillie Gifford’s China Fund, Emerging Markets Leading Companies Fund and Pacific Fund.
