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.
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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 tables constitute the top five holdings of a selection of top performing funds, or the three most overweight positions. The data is based on the funds’ most recent portfolio disclosures to Morningstar.
Read Phil Oakley's analysis top fund manager pick Future and the risks involved with its acquisition strategy..
Directors have been selling at fund manager favourite Impax Asset Management
Top Fund Managers' Favourite Small Caps
| FUND BEST IDEAS: UK SMALL CAP | |
| 20/01/2021 | No. Funds |
| Future PLC | 8 |
| EKF Diagnostics Holdings PLC | 4 |
| SDL PLC | 4 |
| Codemasters Group Holdings PLC | 3 (+1) |
| CVS Group PLC | 3 (+1) |
| Games Workshop Group PLC | 3 (-1) |
| Gamma Communications PLC | 3 |
| IMImobile PLC | 3 |
| Impax Asset Management Group PLC | 3 (-1) |
| Liontrust Asset Management PLC | 3 (-1) |
| YouGov PLC | 3 |
| Alliance Pharma PLC | 2 |
| Avon Rubber PLC | 2 (-1) |
| Clinigen Group PLC | 2 |
| Diploma PLC | 2 |
| Frontier Developments PLC | 2 |
| IntegraFin Holdings PLC | 2 |
| Knights Group Holdings PLC | 2 (+1) |
| MaxCyte Inc | 2 |
| Onesavings Bank PLC | 2 (-1) |
| S4 Capital PLC | 2 |
| XP Power Ltd | 2 |
| 4imprint Group PLC | 1 |
| AB Dynamics PLC | 1 |
| Alpha Financial Markets Consulting PLC Ordinary Shares | 1 (NEW) |
| Amazon.com Inc | 1 |
| Aptitude Software Group PLC | 1 |
| ASOS PLC | 1 |
| Belvoir Group PLC | 1 |
| Bilby PLC | 1 |
| Boohoo Group PLC | 1 |
| Breedon Group PLC | 1 |
| Brooks Macdonald Group PLC | 1 (NEW) |
| Cerillion PLC | 1 |
| Chemring Group PLC | 1 |
| CLS Holdings PLC | 1 |
| ContourGlobal PLC | 1 |
| discoverIE Group PLC | 1 |
| Diversified Gas & Oil PLC | 1 |
| dotDigital Group PLC | 1 |
| Eckoh PLC | 1 |
| Focusrite PLC | 1 |
| Frontier IP Group PLC | 1 |
| Gear4music (Holdings) PLC | 1 |
| Hasgrove PLC | 1 |
| HeiQ PLC Ordinary Shares | 1 (NEW) |
| Hill & Smith Holdings PLC | 1 |
| Hummingbird Resources PLC | 1 |
| Inspecs Group PLC Ordinary Shares | 1 (NEW) |
| Inspired Energy PLC | 1 |
| Intermediate Capital Group PLC | 1 (-1) |
| Iomart Group PLC | 1 |
| IQGeo Group PLC | 1 |
| IWG PLC | 1 |
| John Laing Group PLC | 1 |
| JTC PLC Ordinary Shares | 1 |
| Jubilee Metals Group PLC | 1 |
| Kainos Group PLC | 1 |
| London Stock Exchange Group PLC | 1 |
| LoopUp Group PLC | 1 |
| Mattioli Woods PLC | 1 |
| Netcall PLC | 1 |
| On The Beach Group PLC | 1 |
| OSB Group PLC | 1 (NEW) |
| Pets at Home Group PLC | 1 |
| Premier Foods PLC | 1 |
| Prudential PLC | 1 |
| PureTech Health PLC | 1 |
| RockRose Energy PLC | 1 |
| RWS Holdings PLC | 1 |
| Serco Group PLC | 1 |
| Smart Metering Systems PLC | 1 |
| Spirent Communications PLC | 1 |
| Stock Spirits Group PLC | 1 |
| Strix Group PLC | 1 |
| Tatton Asset Management PLC | 1 |
| Team17 Group PLC | 1 (-1) |
| THG Holdings PLC Ordinary Share | 1 |
| Totally PLC | 1 |
| Treatt PLC | 1 |
| Velocys PLC | 1 |
| Venture Life Group PLC | 1 |
| Volex PLC | 1 |
| Watches of Switzerland Group PLC | 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.
