George Ensor of River & Mercantile joins us this week to talk Micro Caps.
George is manager of R&M's UK Micro Cap investment trust [LON:RMMC] and talks us through how to identify investment opportunities amongst micro cap companies, which are companies around £20-100m in size.
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00:00 Intro to the R&M Micro Cap Fund
01:40 Benefits of being an investment trust
03:14 What is a micro cap company?
08:07 What happens when a company grows beyond micro cap?
10:14 Are these micro caps covered by analysts?
11:35 What value opportunities do you see?
15:05 Managing risk in illiquid stocks
19:06 Debt
20:40 Impact of Brexit
23:05 What will improve UK investor sentiment?
24:50 George's favourite micro cap stocks
35:28 Mining stocks