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    Dar Global

    MCap

    USD1,486m

    Last close

    USD8.25

    ▲ −0.25 (−2.94%)

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    MCap

    EUR875m

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    EUR12.50

    ▲ 1.44 (13.02%)

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    MCap

    GBP2m

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    GBP0.00

    ▲ 0.04 (8.89%)

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Vantage: Finding gems among the rubble – how Laurence Hulse generated a 28% return in small caps

Vantage: Finding gems among the rubble – how Laurence Hulse generated a 28% return in small caps

Onward Opportunities — 1 video in collection

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As Onward Opportunities (LSE: ONWD, mcap: £28m) announced that it was within touching distance of its goal of doubling the fund from the start of the year, Vantage met Laurence Hulse, the company’s lead fund manager, again. Laurence reveals how his concentrated, high-conviction approach to UK small caps delivers impressive returns despite challenging market conditions. He shares compelling examples of how he identifies undervalued companies poised for growth, from AI-powered marine surveillance to innovative torque measurement technology. With the fund up 28% since launch, Laurence explains his unique ‘snow leopard’ investment philosophy of hunting at dawn and dusk – finding opportunities others miss by being first in or salvaging overlooked value. We illustrate the approach by discussing some of Laurence’s holdings including Transense Technologies, Windward, Alumasc, The Mission Group, MPAC and Springfield Properties.

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