Co-Portfolio Manager of the Milford Dynamic Small Companies Fund, Roland Houghton, features on this episode of Basis Points by Equity Mates. He talks through understanding how to find winners in the smaller part of the market, and covers:
-
- Milford’s investment philosophy and criteria
- How the process starts with idea generation
- Then what the Milford team are looking for as they research these ideas
- How Milford combine the bottom-up and top-down when building a thesis
- What Milford’s macro models are telling us at the moment
- Then we bring to life with a deep dive into 3 stocks in Roland’s Dynamic Small Companies Fund
Listen below:
Basis Points: Roland Houghton on Uncovering Alpha in Small Caps
