With various stock markets and assets, including gold, reaching or close to record highs, investors who’ve failed to get in on the rallies may be concerned that they’ve missed the boat.

However, one area of the market that’s lagged, but is still a source of cheap valuations, is UK smaller companies.

In our latest episode, Kyle asks Artemis fund manager Mark Niznik to run through the three rules he lives by when seeking sensible stocks.

Niznik, who manages the Artemis UK Smaller Companies and Artemis UK Future Leaders investment trust alongside William Tamworth, names UK companies that are leaders in their respective niches.

Niznik is a professional investor happy to eat his own cooking, with his entire pension invested in the funds he manages.

On The Money is an interactive investor (ii) podcast. For more investment news and ideas, visit www.ii.co.uk/stock-market-news.

Kyle Caldwell is Collectives Editor at interactive investor.

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Three rules for picking sensible stocks

On The Money

Three rules for picking sensible stocks