Investing in Micro Caps | Ep.94

George Ensor of River & Mercantile joins us this week to talk Micro Caps. George is manager of R&M's UK Micro Cap investment trust [LON:RMMC] and talks us through how to identify investment opportunities amongst micro cap companies, which are companies around £20-100m in size. Get our free weekly newsletter at www.thearmchairtrader.com and find out more about R&M on YouTube 00:00 Intro to the R&M Micro Cap Fund 01:40 Benefits of being an investment trust 03:14 What is a micro cap company? 08:07 What happens when a company grows beyond micro cap? 10:14 Are these micro caps covered by analysts? 11:35 What value opportunities do you see? 15:05 Managing risk in illiquid stocks 19:06 Debt 20:40 Impact of Brexit 23:05 What will improve UK investor sentiment? 24:50 George's favourite micro cap stocks 35:28 Mining stocks