Our investment approach

Through intensive, first-hand research, we actively manage portfolios aiming to deliver long-term returns.

Investing in tomorrow’s larger companies, today 

abrdn has been investing in UK Smaller Companies for over 25 years. Over that time, we’ve developed some clear ideas about the most effective ways to invest to achieve our and our clients’ goals, with some principles at the heart of our approach. 

Quality, Growth and Momentum 

We seek to identify and invest in companies with attractive quality, growth and momentum criteria and hold these companies for extended time periods. These characteristics are first identified by our proprietary quants screening tool (the matrix) and then our team of Smaller Companies specialists carry out rigorous fundamental analysis. 

Dedicated team of Smaller Companies experts, investing for the long term

We have a team of dedicated Smaller Companies analysts, who have outstanding corporate access, given our size and reputation in the asset class. The portfolio is high conviction, with companies held for extended time periods.


What is an investment trust

Meet the team

Our independent board and portfolio management team provide a wealth of investment experience.  

Investment case studies

Get to know some of the companies and other holdings in our portfolio – what they do and the potential they offer.

Environmental, Social and Governance

Choosing investments with strong environmental, social and governance (ESG) credentials is essential to performance – and to our planet.

Register and keep up to date

• Factsheets and product updates

• Fund manager research and commentary

• Market insight, long-term thinking and investment solutions

Investor Type*
What kind of updates would you like to receive?*