Hi Mark. thx for the report. I look forward to hearing more of your picks.
Thanks James hopefully have a few more coming through later in the year.
Recently I've seen lots of articles attributing the decline in small caps to large cap fund managers selling. At some earlier point these same managers must been buying small caps. I'd be interested if anyone recalls seeing articles at the time attributing the small cap rise to this. Or was it a case of small cap managers 'owning' good performance then, while looking for someone else to blame for poor performance now?