Philip Rodrigs, the man at the helm of the Investec UK Smaller Companies fund, has good reason to be cheerful. The 30-year-old fund manager has delivered an impressive 66.2% return over the past five years. Even during the past 12 months the fund has delivered a 23.7% return, in spite of turbulent conditions for young companies.
Rodrigs discovered early in his career that small companies were his preferred investment arena.
Favourite holdings include Asian Citrus, Kenmare Resources, and miner Sierra Rutile.
Kenmare Resources plc (LON:KMR) is an established mining company, which operates the Moma Titanium Minerals Mine, located on the north east coast of Mozambique.