Cameron Oliver
Why some small-caps lose both their retail and institutional investors at once, and what that tells you about management
How small-cap companies lose retail and institutional investors through poor communication, and what register composition reveals about management quality.
Tracking institutional investors in small-caps: how to read what their moves are telling you
How to use UK TR-1 filings and DTR 5 disclosures to track institutional investors in small-caps and read what the…
How a European rule quietly made small-cap investing harder: what the research gap still means for you
How MiFID II's research unbundling rule emptied small-cap analyst coverage in the UK, why the FCA and EU reversed it,…
The circus leaves town: what the small-cap market looks like when you stop believing the press release
What the small-cap market looks like when you learn to read between the lines of press releases, RNS filings, and…
What 30 years of small-cap reporting teaches you about preparation, risk and survival
Three decades of small-cap reporting reveal one truth: preparation beats prediction. The framework UK investors should run before any trade.
From drill hole to resource estimate: how junior miners turn geology into a number the market can value
Most investors focus on the headline discovery. The real edge is understanding how a drill result becomes a credible, independently…
The art and discipline of small-cap investing: final thoughts
Analytical skill gets you to the starting line. Temperament determines whether you finish. The final framework for lasting in small-cap…
Small-cap ETFs and funds: getting exposure without picking individual stocks
Passive small-cap investing explained: ETFs, AIM investment trusts, and blended strategies for market exposure without stock-picking.
How to build a small-cap portfolio that can actually survive
Diversification, position sizing, and knowing when to buy, add, and sell. How to construct a small-cap portfolio built to last…
Case studies — small-cap failures and what they teach us
Quindell and Conviviality are two of the most instructive small-cap collapses in recent UK market history. Here is what went…