Charlemagne Magna New Frontiers
Charlemagne is an emerging and frontier equity boutique with a disciplined focus on stock selection. Stefan Böttcher and Dominic Bokor-Ingram are seasoned specialists, each with more than 25 years’ experience in niche markets, and both are gifted with the ability to unearth hidden gems. They target quality companies, but only at an attractive price, with fundamental research at the core of their process.
■ Old Mutual UK Mid Cap
The Old Mutual UK mid- and small-cap team is one of the more well-resourced and stable groups on the scene. The fund is overseen by Richard Watts, who expertly translates the team’s idea generation into a portfolio of stocks that consistently adds alpha. Through implementing a combination of top-down analysis with fundamental bottom-up stockpicking, the team is able to target a balanced portfolio capable of delivering impressive risk-adjusted returns.
■ Threadneedle UK Smaller Companies
Threadneedle’s smaller companies team benefits from the deep research provided by its well-resourced UK equity franchise. James Thorne, and the departing Matt Evans, utilise a robust investment process looking for quality businesses that can provide a strong return on capital, yet with a discipline around valuation. Alpha is primarily derived from research-driven stock selection and focuses on innovative, nimble firms that are positioned to take market share, exploit new growth markets and adapt to new market dynamics.
