Unicorn Asset Management

Independent UK equity specialists

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Where are we in the UK investment cycle? webinar

You can access the recording above to catch up on all the key takeaways, including:

  • Where are we in the investment cycle?
  • Why Unicorn is optimistic about UK small and mid-cap companies
  • Why cyclicals, why now?
Recorded: 25 June, 2024
Past performance is not a guide to future performance. The value of investments & the income from them may go down as well as up & investors may not get back the full amount of their original investment. Issued by Unicorn Asset Management Limited, First Floor Office, Preacher’s Court, The Charterhouse, Charterhouse Square, London EC 1 M 6 AU Authorised and Regulated by the Financial Conduct Authority. This video is intended for Professional Investors and is not suitable for use by Retail Investors.

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In this Q4 2023 portfolio update, fund managers Alex Game and Simon Moon provide an update on the UK Smaller Companies Fund, and an outlook on positioning for 2024.

 

Past performance is not a guide to future performance. The value of investments & the income from them may go down as well as up & investors may not get back the full amount of their original investment. Issued by Unicorn Asset Management Limited, First Floor Office, Preacher’s Court, The Charterhouse, Charterhouse Square, London EC 1 M 6 AU Authorised and Regulated by the Financial Conduct Authority. This video is intended for Professional Investors and is not suitable for use by Retail Investors.

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Alex Game provides an overview of recent portfolio activity and performance and discusses the current positioning and outlook for the UK Smaller Companies Fund.

Discussion points for the sessions:

  • How companies are trading
  • Fund performance
  • Improving macro picture
  • Overweight and underweights

Past performance is not a guide to future performance. The value of investments & the income from them may go down as well as up & investors may not get back the full amount of their original investment. Issued by Unicorn Asset Management Limited, First Floor Office, Preacher’s Court, The Charterhouse, Charterhouse Square, London EC 1 M 6 AU Authorised and Regulated by the Financial Conduct Authority. This video is intended for Professional Investors and is not suitable for use by Retail Investors.

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Simon Moon provides an overview of recent portfolio activity and performance and discusses the current positioning and outlook for the UK Smaller Companies Fund.

Discussion points for the sessions:

  • How companies are trading
  • How Unicorn navigates overweight’s and underweights
  • What lies ahead for consumers and interest rates
  • Global trend of inflation, prices falling across energy and raw materials

Past performance is not a guide to future performance. The value of investments & the income from them may go down as well as up & investors may not get back the full amount of their original investment. Issued by Unicorn Asset Management Limited, First Floor Office, Preacher’s Court, The Charterhouse, Charterhouse Square, London EC 1 M 6 AU Authorised and Regulated by the Financial Conduct Authority. This video is intended for Professional Investors and is not suitable for use by Retail Investors.

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Simon Moon and Alex Game discuss their UK Smaller Companies Fund in this video. They talk about the attraction of investing in UK smaller companies, the ability for these companies to deliver attractive long-term growth rates and the significance of accelerated M&A activity on the valuation of small caps. Also discussed is the impact of inflation on small companies and unicorn’s relative value approach towards investing. 

Past performance is not a guide to future performance. The value of investments & the income from them may go down as well as up & investors may not get back the full amount of their original investment. Issued by Unicorn Asset Management Limited, First Floor Office, Preacher’s Court, The Charterhouse, Charterhouse Square, London EC1M 6AU. Authorised and Regulated by the Financial Conduct Authority. This video is intended for Professional Investors and is not suitable for use by Retail Investors.

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Alex Game and Simon Moon give an overview of the performance of Unicorn’s UK smaller companies fund in Q1 of 2023 and the differences to the outlook set in January. They compare the key characteristics of the fund such as the high-growth and quality characteristics of the companies within the fund and present the strong, long-term performances of the fund.

Past performance is not a guide to future performance. The value of investments & the income from them may go down as well as up & investors may not get back the full amount of their original investment. Issued by Unicorn Asset Management Limited, First Floor Office, Preacher’s Court, The Charterhouse, Charterhouse Square, London EC 1 M 6 AU Authorised and Regulated by the Financial Conduct Authority. This video is intended for Professional Investors and is not suitable for use by Retail Investors.

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Download the presentation here: https://www.unicornam.com/wp-content/uploads/2023/01/Small-caps-Jan-2023-Final-V3-CPD.pdf

In this presentation you’ll find:

  • Current opportunities in UK small caps
  • Historic returns
  • Valuations
  • Inflation and small caps
  • Why small caps for 2023
  • Information on Unicorn Asset Management

If you require a CPD certificate or would like to request further information on the funds mentioned in the presentation, please get in contact at: unicornam@lgbrcapital.com

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Alex Game and Simon Moon run through recent performance of Unicorn’s UK Smaller Companies fund and look over its outlook for 2023. They highlight the strong performance of the fund in the last quarter of 2022 and look over the factors that affected the performance of smaller companies over 2022. They explain specific components of the full portfolio and additions & disposals throughout 2022. The key characteristics of Unicorn’s Smaller companies fund such as the high growth and quality characteristics of companies within the fund are presented as well as the strong historical long-term performances of the fund. 

Past performance is not a guide to future performance. The value of investments & the income from them may go down as well as up & investors may not get back the full amount of their original investment. Issued by Unicorn Asset Management Limited, First Floor Office, Preacher’s Court, The Charterhouse, Charterhouse Square, London, EC1M 6AU Authorised and Regulated by the Financial Conduct Authority. This video is intended for Professional Investors and is not suitable for use by Retail Investors.

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Fraser Mackersie, Simon Moon and Alex Game go over the current opportunities in UK small caps and the historical performances of small–cap funds, especially in times of high inflation. They offer an introduction to Unicorn and some of their funds, highlighting their performance. 

Past performance is not a guide to future performance. The value of investments & the income from them may go down as well as up & investors may not get back the full amount of their original investment. Issued by Unicorn Asset Management Limited, First Floor Office, Preacher’s Court, The Charterhouse, Charterhouse Square, London EC 1 M 6 AU Authorised and Regulated by the Financial Conduct Authority. This video is intended for Professional Investors and is not suitable for use by Retail Investors.

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Past performance is not a guide to future performance. The value of investments & the income from them may go down as well as up & investors may not get back the full amount of their original investment. 

Issued by Unicorn Asset Management Limited, First Floor Office, Preacher’s Court, The Charterhouse, Charterhouse Square, London EC 1 M 6 AU Authorised and Regulated by the Financial Conduct Authority. This video is intended for Professional Investors and is not suitable for use by Retail Investors.

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Past performance is not a guide to future performance. The value of investments & the income from them may go down as well as up & investors may not get back the full amount of their original investment. 

Issued by Unicorn Asset Management Limited, First Floor Office, Preacher’s Court, The Charterhouse, Charterhouse Square, London EC 1 M 6 AU Authorised and Regulated by the Financial Conduct Authority. This video is intended for Professional Investors and is not suitable for use by Retail Investors.

by

Past performance is not a guide to future performance. The value of investments & the income from them may go down as well as up & investors may not get back the full amount of their original investment. 

Issued by Unicorn Asset Management Limited, First Floor Office, Preacher’s Court, The Charterhouse, Charterhouse Square, London EC 1 M 6 AU Authorised and Regulated by the Financial Conduct Authority. This video is intended for Professional Investors and is not suitable for use by Retail Investors.

by

Past performance is not a guide to future performance. The value of investments & the income from them may go down as well as up & investors may not get back the full amount of their original investment. 

Issued by Unicorn Asset Management Limited, First Floor Office, Preacher’s Court, The Charterhouse, Charterhouse Square, London EC 1 M 6 AU Authorised and Regulated by the Financial Conduct Authority. This video is intended for Professional Investors and is not suitable for use by Retail Investors.

by

Past performance is not a guide to future performance. The value of investments & the income from them may go down as well as up & investors may not get back the full amount of their original investment. 

Issued by Unicorn Asset Management Limited, First Floor Office, Preacher’s Court, The Charterhouse, Charterhouse Square, London EC 1 M 6 AU Authorised and Regulated by the Financial Conduct Authority. This video is intended for Professional Investors and is not suitable for use by Retail Investors.

by

Past performance is not a guide to future performance. The value of investments & the income from them may go down as well as up & investors may not get back the full amount of their original investment. 

Issued by Unicorn Asset Management Limited, First Floor Office, Preacher’s Court, The Charterhouse, Charterhouse Square, London EC 1 M 6 AU Authorised and Regulated by the Financial Conduct Authority. This video is intended for Professional Investors and is not suitable for use by Retail Investors.

by

Past performance is not a guide to future performance. The value of investments & the income from them may go down as well as up & investors may not get back the full amount of their original investment. 

Issued by Unicorn Asset Management Limited, First Floor Office, Preacher’s Court, The Charterhouse, Charterhouse Square, London EC 1 M 6 AU Authorised and Regulated by the Financial Conduct Authority. This video is intended for Professional Investors and is not suitable for use by Retail Investors.

by

Past performance is not a guide to future performance. The value of investments & the income from them may go down as well as up & investors may not get back the full amount of their original investment. 

Issued by Unicorn Asset Management Limited, First Floor Office, Preacher’s Court, The Charterhouse, Charterhouse Square, London EC 1 M 6 AU Authorised and Regulated by the Financial Conduct Authority. This video is intended for Professional Investors and is not suitable for use by Retail Investors.

by

Past performance is not a guide to future performance. The value of investments & the income from them may go down as well as up & investors may not get back the full amount of their original investment. 

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