Some sketch notes on the interview on Harry Nimmo by Citywire on 10 Oct. He is manager of the Standard Life UK Smaller Companies Trust. The full video is here: http://is.gd/yRh5Q3 .
You can see his current top 10 holdings here: http://is.gd/rfS4t4. As of writing, they are: ASC, TEP, PAP, HL, RMV, XAR, ABC, MONY, DNLM, TED.
The latest PDF of his holdings, which is more comprehensive of course, is here: http://is.gd/KGjiWn
Sketch notes on the interview below.
skeptical on cyclicals due to QE. prefers non-cyclical resilient smaller growth companies
smaller companies starting to get quite expensive in historical terms.
trends looking to exploit:
* online businesses. new ones coming through: optimal payments, machibo group (??). smart phones tablets
* high quality retailers: supergroup, ted baker, dunelm