Investment Fund Awards 2018 30 Wealth & Finance International - 2018 Investment Fund Awards FD180010 Smaller companies can grow profits quickly as they develop and scale up. That’s why, historically, smaller companies have outperformed larger ones over the long term. The Smaller Companies team at Octopus believes this will continue. And it will continue to create opportunities for investors looking for long-term capital growth. The FP Octopus UK Micro Cap Growth Fund, winner of Best Smaller Companies Fund, embodies this philosophy. The team behind it, which has also won Best UK Growth Focused Investment Manager, believes three things are crucial to getting the most out of the sector. The first is active management. The team believes that disciplined active managers will add significant value and outperform broader market indices over time. The second is a patient, long-term approach. Smaller companies need time to grow, develop, mature and create value. The team is a firm believer in letting winners run, and wants to grow with the companies it invests in. The third crucial factor is backing high quality management teams. The best businesses will be those run by management teams with a clear strategy for growth and a focus on creating shareholder value. Octopus invests in and works with smaller companies at various stages of the growth journey, often sticking with an early stage business as it grows and becomes more established. This means Octopus investment managers have a strong understanding of what makes a good investee company, and what a good management team looks like. The team’s success in smaller company investing is built on the firm’s experience in tax-efficient investments, an area where Octopus is the market leader. Octopus is the UK’s largest manager of venture capital trusts (VCTs), including the Octopus AIM VCTs. These are managed by the firm’s Smaller Companies team, alongside the Octopus AIM Inheritance Tax Service and the FP Octopus UK Micro Cap Growth Fund. Additionally, Octopus offers multi-manager products including an absolute returns fund, the Global Strategies Fund, which invests in a mix of asset classes including alternatives to target a positive return in all market conditions. Octopus is not a typical fund management business. As well as investments, the Octopus Group operates across renewable energy, healthcare infrastructure, property lending, financial technology (fintech) and venture capital. All parts of the group work closely together, meaning the end investor benefits from decisions made by experts with a deep knowledge of the industry they work in. Octopus has a strong understanding of what it takes for a small company to grow. The firm is still run by founders Simon Rogerson and Chris Hulatt. Along with another co-founder, they started the business in 2000 when they were in their early twenties, driven by a belief that entrepreneurship and innovation can transform broken markets. Since then, Octopus has grown to employ more than 700 staff, and has more than £8.5 billion under management. In 2017, Simon and Chris were named EY UK Entrepreneurs of the Year. The firm works with over 4,000 financial advisers across the UK. Providing these advisers with high quality service, especially through face-to-face contact, is at the heart of what Octopus does. Octopus Investments, part of the Octopus Group, is a fast-growing UK fund management business with leading positions in tax-efficient investments. In addition to the FP Octopus UK Micro Cap Growth Fund, we manage £1.3bn in a range of multi manager funds . As part of our overview of a selection of winners from the 2018 Investment Fund Awards, we profile the firm to learn more about its award-winning approach to smaller company investing. Best Smaller Companies Fund: FP Octopus UK Micro Cap Growth Fund & Best UK Growth Focused Investment Manager 2018 Working with the right people is fundamental to Octopus. The firm takes pride in hiring people who will uphold and support the company’s values. Providing the best customer service is a key driver for Octopus and remains its core focus. Looking ahead, Octopus is keen to continue to build a business which its staff can be proud of and which shapes the future. Company: Octopus Investments Contact: Jonathan Roseweir Address: 33 Holborn, London, EC1N 2HT, UK Phone: 020 3142 4055 Website: For journalists in their professional capacity only. The value of an investment, and any income from it, can fall as well as rise. Investors may not get back the full amount they invest. Any tax benefits offered by Octopus products will depend on individual circumstances and are subject to future changes. Tax reliefs also depend on the products maintaining qualifying status. The shares of smaller companies could fall or rise in value more than other shares listed on the main market of the London Stock Exchange. They may also be harder to sell. Personal opinions may change and should not be seen as advice or a recommendation. We do not offer investment or tax advice. We recommend investors seek professional advice before deciding to invest. Investments should only be made based on information in the relevant product brochure, or Prospectus and Key Information Document. These items can be obtained from octopusinvestments. com. For VCTs, please note that this advertisement is not a prospectus. Issued by Octopus Investments Limited, which is authorised and regulated by the Financial Conduct Authority. Registered office: 33 Holborn, London, EC1N 2HT. Registered in England and Wales No. 03942880. We record telephone calls. Issued: October 2018