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Ken Wotton talks to Money Week about three small-cap stocks in his portfolio

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Ken Wotton, Fund manager, selects three Aim-listed shares he believes are promising in the current market.

Ken Wotton 2017

 

“Managing risk is a crucial task for all investors. And with both economic and market volatility making a return in 2018, investors need stocks in their portfolio with the potential to protect them from the worst of the ups and downs.


We believe there are two significant ways to manage risk in micro caps and our favoured stocks reflect this view. First, we look for firms where the management team has a proven record of delivering on its promises. Secondly, we avoid businesses that are more exposed to cyclical shocks or uncertain consumer sentiment in favour of structural growth stories – companies in markets or sectors where the conditions for sustainable growth are present.”

 

Read the full article here.