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Tag: portfolio construction

Why Quality Matters for Small Cap Investors

Posted on 26/08/2020 by Keith McLachlan

The below is extracted from the December 2019 Alpha Prime Small & Mid Cap Fund investor letter where I briefly unpack our argument for quality in the small cap space: Quality: Above all else, we try to find good-quality, fast-growing, listed small cap businesses. Value: We invest in the cheapest of these options, constrained by our concentration &…

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