Available on demand
Puma AIM Inheritance Tax Service update |
Q3 2023
30 minutes
Watch on demand
Over the last two years, larger listed companies have substantially outperformed smaller companies, yet historical studies show that small caps have generated higher compound returns than their larger counterparts over the very long run. Are current trends another cyclical downturn or a structural shift against this phenomenon and is there more that small caps can offer your clients than you first thought?
Join Joseph Cornwall, Investment Manager at Puma Investments, who will discuss this and more in the latest quarterly update.
What's covered:
- About the prevailing trends in UK equities, small caps and their impact on AIM
- How the Puma AIM portfolio has performed in Q3
- Why lower valuations in the asset class offers opportunities for investors
This webinar is for investment professionals only.
The webinar is being hosted to facilitate discussion, it is not intended to provide professional guidance or offer personal recommendations. Opinions expressed by the speakers do not necessarily represent the opinions of Puma Investments.
Risk factors
An investment with Puma Investments carries risks.
Past performance is no indication of future results and share prices and their values can go down as well as up. Minimum returns are not guaranteed. An investment with Puma Investments can be viewed as high risk. Investors' capital may be at risk and investors may get back less than their original investment. Tax reliefs depend on individuals' personal circumstances, minimum holding periods and may be subject to change. Some investments should be regarded as illiquid and it may prove difficult for investors to realise immediately or in full the proceeds.