Re-rating beckons

Each year, I use the investment criteria set down by Mr Graham in his book, The Intelligent Investor, to select a portfolio of shares that I firmly believe have potential to both outperform the market and generate decent long-term returns for shareholders. The key point is that the asset backing of my portfolio of small-cap companies has to be strong enough to overcome any short-term trading difficulties so that our loyal following of investors can reap the rewards in the medium term.