In the latest episode of the IC Interviews, Dan Jones hosts Abby Glennie, deputy head of smaller companies and co-manager of UK smaller companies strategies at Abrdn.
As part of Abrdn, Glennie has been pivotal in the world of domestic small-cap shares. In the show, the pair discuss some of the Abrdn UK Smaller Companies fund's holdings, including Bytes Technology, 4Imprint and CVS Group, as well as the current angst over the UK market, portfolio allocation changes, and the ‘Matrix’ stock screen.
Timestamps
1:17 What Glennie makes of the angst over the UK market
8:10 Allocation changes to the portfolio in recent months
11:58 What the valuation process at Abrdn involves
14:03 What does the Abrdn ‘Matrix’ screen look for
18:33 Bytes Technology
21:22 4imprint
24:35 Hill & Smith
29:59 CVS Group
35:31 Food producers Hilton and Cranswick
40:35 UK video game stocks
42:42 The general rules on position sizing
44:46 Diploma and when to sell a holding
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