@T.E.P. Hi TEP, Really not surprised to see such a performance for small and micro caps now, looking at the reporting season. Perhaps, it is just the return of risk appetite which explains such an outperformance for small/micro caps. But, I really find a lot of opportunities now among them. Some examples : Schaffer, Joyce, MA Financial and also MSL Solutions (that we discussed recently). Another one which may interest you is Camplify (CHL), recently listed. Probably closer to the kind of risk you like usually, while I prefer companies more mature, but which looks really cheap, with a high level of free cash flow yield (cf examples above).
