Scott McKenzie, co-manager of TB Amati UK Listed Smaller Companies, talks to us about the “perfect storm” that has impacted smaller companies this year and the resilience of companies. Scott discusses the M&A activity in the market and what the managers deem “red flags” including ESG concerns and key fundamentals such as balance sheet strength. We wrap up with what opportunities the team is looking for in the second half of the year and why the key is to keep investing in high-quality businesses.
