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Dan Nickols

Head of strategy, UK small and mid-cap at Jupiter Asset Management and manager of the Rights and Issues Investment Trust

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Nov 29, 2023 • 38min

The cyclical opportunity in UK small and mid-cap shares with the Rights and Issues Investment Trust

Dan Nickols, Head of strategy at Jupiter Asset Management and manager of the Rights and Issues Investment Trust, highlights the cyclical opportunity in UK small and mid-cap shares. He discusses the current environment for UK small and mid-cap's from a macro-economic perspective and shares specific companies in their portfolio. The portfolio has a highly concentrated nature with just 23 high-conviction selections. Dan also explores the potential for a recovery in UK small and mid-caps and catalysts for that recovery.