| Asset Group | Asset Sub-Group | Investment Category |
| Equities | US equities | Smaller Company |
Selection rationale: Weldon invests in small companies of up to $10 billion in size, typically selecting 40 to 60 stocks from an investment universe of more than 2,000. He aims to give investors exposure to the best of America’s innovative, entrepreneurial, fast-growing and under-researched small companies. He starts by looking at the US economy to identify areas of the market that are benefiting from thematic trends, as well as those where conditions may not be favourable. Once a stock has been identified as worthy of closer inspection, in-depth, bottom-up analysis and financial modelling are used to develop and test the investment case. While collective research efforts support the fund, its final composition rests with Weldon. Three favoured sectors at present are industrials, consumer goods and financials. Considering the fund’s small cap bias and single region of investment, this strategy could well fit the need of both balanced and more adventurous investors with longer-term investment horizon. Due to its unconstrained and concentrated nature, the fund’s return profile could be more volatile than the market, which makes it higher-risk option. Therefore, this strategy could be best utilised as a satellite holding within a well-diversified portfolio. September 2020 | ||
Risk warnings
Past performance of the underlying constituents is not a guarantee of future performance. The value of investments, and any income from them, can fall as well as rise so you could get back less than you invest.
Annual performance can be found on the factsheet of each fund, trust or ETF. Simply click on the asset’s name and then the performance tab.
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