In this episode, we speak to Thomas McMahon, Head of Investment Companies Research at Kepler Trust Intelligence, about the opportunity for investors in UK small-caps and BlackRock Smaller Companies (BRSC) in particular.
We discuss the outlook for the sector, including recent performance and the economic backdrop, alongside BRSC’s investment strategy, recent merger and income credentials.
00:00 Introduction
00:25 Why invest in UK small-caps
02:48 Sector performance
04:00 Rationale for merger
04:50 Changes to fees and tender offers
05:37 Investment strategy
06:15 Portfolio construction
06:55 Risk management
07:45 Income credentials
08:33 Outlook for UK small-caps
09:20 Why invest in BRSC
10:17 Further information
10:38 Risk warning
Please note that this podcast was recorded on 1 July 2026.
