A heritage in small-cap investment expertise started by Giles Hargreave

Smaller companies can offer excellent, but higher risk, investment opportunities. To be successful, you need dedicated small-cap investment expertise and considerable experience to know what to look out for – all of which we have in abundance at Canaccord Genuity Wealth Management.  

Part of our small-caps investment heritage stems back to Hargreave Hale, a firm with a history that dates back to 1897 and run for more than 20 years by award-winning fund manager Giles Hargreave, until acquired by Canaccord Genuity in 2017.

In 2020, Giles Hargreave was awarded two lifetime achievement awards in recognition of his success in building one of the best small and mid-cap investment teams in the City.

A dedicated team of small-cap investment experts for private clients

Having built our small-cap investment expertise over many years, we now boast an extensive team of specialists, including a dedicated small-cap investment committee and specialist small-cap analysts. The acquisition of the Hargreave Hale private client business was highly complementary and offered the opportunity to add its small-cap team to the existing investment expertise at Canaccord Genuity Wealth Management.

Today, we are delighted to have one of the largest and most experienced small-cap teams in private client wealth management, with a long history and heritage.

Thanks to the years of experience and considerable breadth and depth of our long-standing relationships in this area, we can access and analyse small-cap investment opportunities not usually available to individual investors. We take enormous pride in continuing to focus on this all-too-often under-researched area, through our people, research and analytical skills, and our significant global resources as we strive to find interesting - and the best possible prospects - for our clients.

Our private client small-cap investment committee

Our dedicated small-cap investment committee consists of 15 individuals with more than 360 years’ combined investment management experience, covering multi-caps and small-caps. They meet regularly – usually weekly – to review our clients’ small-cap stock holdings and their updated market research and analysis, to determine their investment approach and recommendations.

As well as continually researching and analysing small companies, we regularly meet their management teams, direct small-cap equity fund managers and investment banks. The size and scale of Canaccord Genuity means we have the resources to undertake the considerable level of ongoing research and analysis required in this sector of the market, as well as assessing new opportunities as they present themselves. Supported by a substantial annual investment market research budget (running into the hundreds of thousands) and long-term relationships with all the key small-cap brokers, we have a strong competitive advantage.

Find out more about investing in smaller companies

Small-cap investing is in our DNA at Canaccord and we continue to leverage our heritage, expertise, resources and passion for the benefit of our clients.

To find out if investing in smaller companies could be suitable for you, get in touch for a free, no-obligation consultation. We will listen carefully to your needs and tailor our service to meet your circumstances and attitude to investment risk.

Investments in smaller companies, including AIM stocks, carry a higher degree of risk than investing in more liquid shares of larger companies, so they may be difficult to sell at the time you choose. Investments in smaller companies are more volatile and, while they can offer great potential, growth is not guaranteed.