Kames Capital aims to reinvigorate its UK Opportunities fund

Kames Capital aims to reinvigorate the Kames UK Opportunities Fund with the adoption of a modular approach seeking to generate returns through investing in under-appreciated stocks.
The move aims to sharpen the fund’s focus on under-appreciated medium to smaller companies with undiscovered growth potential and will also see Kames Capital’s deputy head of Equities Phil Haworth join Audrey Ryan as co-manager of the fund.
Stocks will be selected within three key modules: a collection of smaller cap stocks with exciting long term growth prospects supplements the core multi-cap process. This process draws on the proven strength of Kames’ UK Equity team to identify under-researched stocks which can grow faster than the market appreciates. In addition the third component allows Haworth and Ryan to add themes which are set to drive growth momentum across the market.
There is no change to the objective of the fund which is managed with a bottom-up approach and invests in UK companies through a concentrated and unconstrained portfolio, in order to deliver capital growth over the long term. The multi-cap fund will further build on its mid-caps bias while retaining its distinctive growth and momentum style tilt.
Kames Capital director of wholesale business, Steve Kenny says: ‘We have made these changes to the Kames UK Opportunities Fund as part of an overall reinvigoration of this high conviction, high alpha unconstrained stockpicking fund. We believe Phil’s macro experience combined with Audrey’s knowledge of the small to medium size market will complement each other to maximise investor returns.’