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Octopus extends reach in small-cap arena

Octopus Investments plans to build on its small-cap expertise with a series of Oeics.

Its first portfolio, the opportunities fund, will be launched next month and will invest in 30 to 50 smaller UK companies including those listed on the Alternative Investment Market. The non-Ucits retail scheme will be run by Richard Power and David Crawford.

The group is then planning a range of Oeics concentrating on smaller market caps as it believes many fund firms ignore this end of the market.

Octopus Asset Management chief executive Simon Rogerson says: “None of the other firms really looks at companies below £10m, which is what we specialise in, so it made sense to launch a fund that works largely in that area although its market cap extends to £100m.”

He says the group wants to stay true to its small-cap specialism by covering all areas of the market.

Rogerson says: “From the Oeic perspective, our next launch will invest in small caps in the £100m-£200m market and then the £200m-£500m market, giving us concentrated exposure in those areas.

“The ultimate goal is then to move into alternates, once we have fully cornered the small-cap market, and launch Oeics in the likes of property, private equity and hedge fund sectors.”

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