Investment Ideas: the UK and small caps

Plus, a quick look at the impressive numbers from digital infra fund Cordiant. Also, a reminder that I’ll be switching to weekly letters over the summer starting next week.

Ideas: time for UK Smaller caps

I’m not going to add very much to the immense tidal wave of commentary about the UK general election except to say that

-          The markets didn’t seem concerned. By early afternoon on the Friday last week after the result – with enough time for the result to sink in - the FTSE 100 had barely ticked up, while the more do…