Raynar Portfolio Management's Philip Rodrigs talks to Proactive London about the one year anniversary of the Raynar Flagship fund, and why he believes there is further potential left in UK equities.
As a well known as a specialist investor in small-sized companies, Rodrigs explains why he is so attracted to his sector, with 'very substantial return opportunity ahead'.
In searching high and low for great investments on the UK exchanges, Flagship’s portfolio typically comprises 30-50 investments with a concentration on smaller-sized firms. Rodrigs notes his strategy increased 77% in the last year.