In this webinar recording, client director Seb Petit talks to James Dow, co-manager of The Scottish American Investment Company (SAINTS). Dow outlines how a long-term approach and a growth mindset ...
We review our portfolio of chonky discounts as one star performer hits its target…
JII is the largest and cheapest trust offering exposure to the growth opportunities in India…
SST has performed strongly after past global crises thanks to its preference for quality companies…
EDIN’s new management team continue to identify individual stock opportunities in the UK..
AGT’s shares trade on a wide double discount to the portfolio’s underlying NAV…
Fraser Thomson, client director, talks to Gary Robinson and Kirsty Gibson, co-managers of the Baillie Gifford US Growth Trust. The discussion centres around the recent investment environment and ou...
The pandemic has boosted secular growth drivers behind healthcare as an investment theme...
After an exceptional 2020, MINI may yet have further to go…
We look at how BRLA has performed, and what 2021 might have in store for the trust…
The UK is back on its feet after a tough pandemic and protracted Brexit negotiations, says David Goldman, Co-Manager of the BlackRock Income and Growth Investment Trust plc.
IEM’s valuation-led approach to growth investing has delivered strong returns through cycles...
Our analysts debate whether the US or Asian stock markets will deliver the best returns over the next decade…
JFJ continues to be at the heart of Japan’s new growth, with a portfolio of quality growth stocks that has delivered long term outperformance…
With additional portfolio disclosures recently made, SONG looks set to benefit from tailwinds in the music industry…
JAM offers investors a core portfolio of US equities, blending both growth and value styles, while aiming to outperform the S&P 500…
In this webinar recording, Rosie Rankin, a specialist on the Baillie Gifford Positive Change Team, speaks to Kate Fox and Lee Qian, investment managers of the Keystone Positive Change Investment Tr...
UKCM has weathered the pandemic, and now has cash to invest for income growth…
RCP continues to deliver on its aims of long-term capital growth while preserving shareholders’ capital...
After a good year in 2020, the mining sector is only in the foothills of a new cycle, driven by economic recovery and green infrastructure investment, says Evy Hambro, Co-Manager of the BlackRock W...
MGCI offers a high yield with low asset value volatility, low duration and an investment grade rating…
The results for the year ending 31/12/20 show resilience during the pandemic and the shares look good value at an 18% discount to NAV…
JMI continues to be a compelling proposition for investors even on a tighter discount, after releasing a strong set of half-year results this morning…
JAGI offers a high dividend from a growth-oriented portfolio…
Despite a strong long-term track record, JMF is currently on a wide discount…
Initial winners in the COVID-19 crisis, gold bullion and gold miners pulled back over H2 2020. Is now an opportune moment to build exposure...
We all intend to invest for the long-term but can often be distracted by the news...
LTI offers access to Nick Train’s asset management company, and it is trading on a historically low premium…
Reporting results for the year ending 31 Dec 2020, ASCI remains a solid trust on a significant discount to peers…
Syncona is a unique vehicle offering exposure to high growth, although not without risks...
