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 | |
| 24/12/2021 | No. Funds |
| Future PLC | 7 (-2) |
| RWS Holdings PLC | 5 |
| Watches of Switzerland Group PLC | 5 |
| Alpha FX Group PLC | 4 |
| Next Fifteen Communications Group PLC | 4 (+1) |
| Treatt PLC | 4 (+1) |
| Alpha Financial Markets Consulting PLC Ordinary Shares | 3 (+1) |
| Gamma Communications PLC | 3 |
| Impax Asset Management Group PLC | 3 (+1) |
| YouGov PLC | 3 (+2) |
| Clinigen Group PLC | 2 |
| Dechra Pharmaceuticals PLC | 2 |
| Hill & Smith Holdings PLC | 2 |
| JTC PLC Ordinary Shares | 2 (+1) |
| Kape Technologies PLC | 2 (NEW) |
| Liontrust Asset Management PLC | 2 (-1) |
| OSB Group PLC | 2 |
| Prudential PLC | 2 |
| Serica Energy PLC | 2 (+1) |
| Tesco PLC | 2 (+1) |
| accesso Technology Group PLC | 1 (-1) |
| Advanced Medical Solutions Group PLC | 1 (NEW) |
| Alliance Pharma PLC | 1 |
| Alphabet Inc Class A | 1 |
| Aptitude Software Group PLC | 1 |
| Atalaya Mining PLC | 1 (NEW) |
| Beximco Pharmaceuticals Ltd GDR | 1 |
| Biffa PLC | 1 (-1) |
| Big Technologies PLC Ordinary Shares | 1 |
| Breedon Group PLC | 1 |
| Brickability Group PLC Ordinary Shares | 1 |
| Brooks Macdonald Group PLC | 1 |
| CareTech Holdings PLC | 1 |
| Cerillion PLC | 1 |
| Charles Stanley Group PLC | 1 |
| Churchill China PLC | 1 |
| Croda International PLC | 1 |
| CVS Group PLC | 1 (-2) |
| Darktrace PLC | 1 (NEW) |
| Diploma PLC | 1 (NEW) |
| Diversified Energy Co PLC | 1 |
| Eagle Eye Solutions Group PLC | 1 (NEW) |
| Eckoh PLC | 1 (NEW) |
| Electrocomponents PLC | 1 |
| Elixirr International PLC Ordinary Shares | 1 (NEW) |
| Ergomed PLC | 1 |
| Ergomed PLC | 1 |
| Focusrite PLC | 1 |
| Games Workshop Group PLC | 1 |
| Gear4music (Holdings) PLC | 1 (-1) |
| Gresham Technologies PLC | 1 (NEW) |
| Hilton Food Group PLC | 1 |
| Inchcape PLC | 1 |
| Inspecs Group PLC Ordinary Shares | 1 (NEW) |
| IntegraFin Holdings PLC | 1 |
| IOG PLC | 1 |
| IQGeo Group PLC | 1 |
| John Laing Group PLC | 1 |
| Jubilee Metals Group PLC | 1 |
| K3 Capital Group PLC | 1 |
| Kainos Group PLC | 1 |
| Kinovo PLC | 1 |
| Kistos PLC Ordinary Shares | 1 |
| Marlowe PLC | 1 (NEW) |
| Mattioli Woods PLC | 1 |
| Meggitt PLCCFD | 1 (NEW) |
| MITIE Group PLC | 1 |
| Oxford Instruments PLC | 1 (NEW) |
| Oxford Metrics PLC | 1 (NEW) |
| Renew Holdings PLC | 1 |
| River and Mercantile Group PLC | 1 (NEW) |
| Robert Walters PLC | 1 (NEW) |
| Serco Group PLC | 1 |
| Shield Therapeutics PLC | 1 |
| SigmaRoc PLC | 1 |
| Sirius Real Estate Ltd | 1 (NEW) |
| Smart Metering Systems PLC | 1 |
| Sosandar PLC | 1 (NEW) |
| Strix Group PLC | 1 (NEW) |
| Sureserve Group PLC | 1 (NEW) |
| Tatton Asset Management PLC | 1 |
| Tesco PLC | 1 |
| Totally PLC | 1 |
| Vistry Group PLC | 1 |
| Volex PLC | 1 |
| Volution Group PLC | 1 |
| Watkin Jones PLC | 1 (NEW) |
| XP Power Ltd | 1 |
| XPS Pensions Group 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.
