Investec UK Smaller Cos: Qual. Rating Upgraded

Our conviction in Philip Rodrigs’ Investec UK Smaller Companies has increased.

Chetan Modi | 03-03-10 | E-mail Article

We have published a new Morningstar Qualitative Rating and Research Report for Investec UK Smaller Companies.

"Rodrigs may not have the depth of experience that many of his peers do: This is his first fund management role, and prior to this he had been covering UK small caps for only a year. But that doesn’t quite tell the whole story. Indeed, since 2002 he had been researching European smaller companies at T.Rowe Price. We are concerned that he’s working alone, but Rodrigs gains some support from three sector specialists in the UK equity team, whose experience averages 13 years and who can contribute when larger-cap companies fall into his universe. As the fund continues to grow in size, though, we’d like to see more dedicated resources."

The full four-page PDF report can be accessed here. It is free to users of morningstar.co.uk.

Chetan Modi is a Fund Analyst at Morningstar. He would like to hear from you but cannot give financial advice. You can contact the author via this feedback form.
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