Capital Employed Podcast #50
Thematic Small Cap Investing
Opportunities in International Small Caps
For this episode we had the pleasure of being joined by Andy Brown, Manager of Aberdeen International Small Cap Fund.
The Fund seeks to achieve its objective by investing in equity securities of small non-U.S. companies. The team employs a fundamental, bottom-up investment process, based on firsthand research.
In this episode Andy talks about the types of companies the fund likes to invest in, and three companies they’re bullish on for the long term.
Stocks featured
Kornit Digital (KRNT)
Nova (NVMI)
Cts Eventim (EVD)
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Fund Information
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Hosted by Jon Kingston
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Disclaimer
This podcast is for informational and educational purposes only, and should not be seen as investment advice. Please do your own research before thinking of investing in any company mentioned.
Thematic Small Cap Investing