The UK Investor Magazine was delighted to welcome Abby Glennie, Co-Manager of Aberdeen UK Smaller Companies Growth Trust, to delve into their portfolio and selection process.
Please find out more about the trust here.
Glennie discusses her screening process, portfolio construction, including the notable industrial weighting, and the discipline required to manage small-cap positions.
Investors will find a rundown of the trust’s portfolio and investment case for several of the trust’s holdings particularly interesting.
She explores key catalysts beyond interest rates that could drive the UK small-cap market, assesses the impact of the recent budget on portfolio positioning, and highlights standout holdings.
The conversation concludes with her outlook on concentration risk and what excites her most about the year ahead for UK smaller companies.