My top 5 investment ideas from Mello

#EQLS #LOAD #FDP #AGFX #AOM

No wonder UK smallcap investors have been feeling a little bruised of late.

With this part of the market underperforming its larger FTSE100 cousins by an incredible 25% since 1st Sept'21. Indeed one of the worst periods of relative returns in a generation.

However it's not all bad news. Since to me, this 'blood-letting' creates opportunity with many top notch, GARP stocks now trading at super attractive valuations.

At yesterday's Mello Events presentation, I detail my top 5 smallcap / GARP picks for 2023 & beyond: Equals , Crestchic , FD Technologies, Argentex  & ActiveOps.

Their common traits being:

1) Double digit, organic revenue growth
2) Positive operating leverage with high EBITDA drop through rates
3) Pristine balance sheets
4) Significant upside potential, &
5) Strong pricing power &/or inflation resilient business models

A copy of the slides can be downloaded here from the Vox Markets website.

Happy investing everyone

https://lnkd.in/eGeB3DXq