Investment Ideas – Mid to small cap digital plays loved by elite managers and The Next Billion as an ETF portfolio

Two investment concepts – mid to small cap tech stars beloved by elite managers plus a collection of ETFs tracking growth in the next billion people of emerging markets

Today I have two self-explanatory model portfolios for you to play around with in your own time.

The first pulls together the various screens emerging out of Citywire’s Elite fund manager database and particularly its Fix the Future database.  It identifies the most interesting small to mid-cap players in the wider digital infrastructure space (includin…