FundCalibre - Investing on the go

Investing on the go gives you direct access to the people who manage your ISA and pensions savings. Our hosts will be interviewing finance professionals on everything from their successes and failures to current ideas and insights. At meetings, before events and even if we bump into them on the street, we'll grab five minutes with these experts to discuss how your own personal finances could be impacted by topics such as US elections, the move from petrol to electric vehicles, the growth in artificial intelligence and robots, and so much more. Our ultimate goal is to bring to life the world of investments and uncover new and exciting opportunities, all while inspiring you to invest and giving you the confidence and knowledge to make the right decisions. To do this we often ask the managers why they are invested in individual companies. This is for illustration only and should not be taken as a recommendation to buy or sell that stock. The fund manager may or may not still own these companies at the time of your listening. For more investment research visit us at www.fundcalibre.com and follow us on twitter and facebook @FundCalibre

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FundCalibre - Investing on the go

250. Why the FTSE 250 is great for active investors and long-term growth

April 13, 2023 • Abby Glennie

Abby Glennie, manager of the abrdn UK Mid Cap Equity fund, joins us to celebrate our 250th episode by talking all things FTSE 250 - the UK’s 250 mid-sized companies. Abby and Darius discuss the types of companies listed in the FTSE 250 and their attractive qualities for long term investors. Abby also tells us that more mid-sized companies can be found in the AIM index and gives a number of examples to illustrate the long-term growth potential of mid-cap stocks and the fund’s ability to “run its winners” - including familiar names like Hollywood Bowl and Greggs.

What’s covered in this episode:

The type of companies listed in the FTSE 250
Why some companies listed on the AIM market could qualify as mid-cap
The growth potential of FTSE 250 companies
FTSE 250 performance compared to the FTSE 100
What makes mid-caps attractive for active investors
Five long-term holdings in the portfolio, including familiar names Hollywood Bowl and Greggs
How the ‘Matrix’ aids in stock selection and portfolio construction
The fund’s two quality factors: Key and Z-scores
The investment case for gaming company Keyword Studios
Why people got the gaming sector wrong during Covid
The hidden strength’s that could drive Greggs’ future growth

More about this fund:
The abrdn UK Mid Cap Equity is a high conviction strategy which invests in medium-sized companies for the long term. It focuses on businesses when they are well established, but still have a long runway of growth potential. Manager Abby Glennie has delivered excellent performance across a number of strategies. This fund is no exception. Her process leans on abrdn’’s screening tool, ‘The Matrix’, and is backed up with rigorous fundamental research and regular company meetings.

Learn more on fundcalibre.com

Please remember, we’ve been discussing individual companies to bring investing to life for you. It’s not a recommendation to buy or sell. The fund may or may not still hold these companies at the time of listening. Elite Ratings are based on FundCalibre’s research methodology and are the opinion of FundCalibre’s research team only.

Learn more on fundcalibre.com

Please remember, we’ve been discussing individual companies to bring investing to life for you. It’s not a recommendation to buy or sell. The fund may or may not still hold these companies at the time of listening. Elite Ratings are based on FundCalibre’s research methodology and are the opinion of FundCalibre’s research team only.