'We should redefine what a recession is': Abby Glennie of Abrdn UK Smaller Companies fund
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Description
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  Hosted on Acast. See acast.com/privacy for more information.
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