Anzelm Cydzik talks to investment managers of the Baillie Gifford UK Growth Fund Milena Mileva and Iain McCombie. They discuss the key traits of their long-term investment philosophy, current portf...
BUT trades at a historically wide discount, despite recent competitive performance and 49 years of dividend increases…
MRC has the lowest OCF in the AIC UK All Companies sector and a strong track record...
For thirty years quality has had a structural tailwind; but revolt is in the air and value is on the barricades…
JRS offers high return potential in a global recovery…
The race is on to secure the loyalty of south east Asia’s increasingly prosperous consumers. Ewan Markson-Brown, manager of Pacific Horizon Investment Trust, tells us why Singapore’s Sea Limited is...
PSH achieved knock-out returns in 2020, yet trades on a discount of 25%...
In this in-depth interview, Tom Slater, joint manager of Scottish Mortgage Investment Trust, stakes his claim with the industries he thinks the big winners of the future will come from. Join Slater...
Our research team at Kepler Trust Intelligence hosted a Q&A webinar with Chris Berrier, the new lead manager of the trust at Brown Advisory...
Investment Manager Toby Ross gives an update on The Scottish American Investment Company P.L.C. Capital at risk and income not guaranteed.
Two of our analysts debate whether Europe's improving vaccination programme will be the next opportunity for investors in their pursuit of returns...
TPOU’s strong performance, and new board initiatives to narrow the discount, offer an attractive package…
Commodity prices have been rising fast. Ed Kuczma, Co-Manager of the BlackRock Latin American Investment Trust plc, says Latin America should be a key beneficiary and he is positioning for a long-t...
JUS’s new manager brings a new strategy, and scope for the discount to narrow…
AJOT’s policy of active engagement means it is primed to capitalise on Japan’s incoming governance reforms…
NBPE has reported a very strong start to 2021, building on an excellent 2020…
A well-timed shift of emphasis in the mandate has revived BERI’s fortunes…
After a strong 12 months, the managers of the recently renamed MAVT are optimistic on prospects for value...
BCPT now offers a dividend yield of 5.5%, having restored 70% of its pre-crisis payment…
The massive outperformance of mega-cap tech last year could become a thing of the past if anti-trust legislation and negative sentiment starts to bite...
MAJE’s performance has been strong in the reflationary rally, but its discount remains wide…
We dissect MNP’s annual results, with the trust continuing to outperform global equities, while retaining the same diversified, risk conscious portfolio…
BPET’s strong 2020 and the recent sale of Dotmatics highlights the attractive returns private equity can generate…
NBMI has reported results for the year ending 31/12/2020, with early evidence of the new strategy leading to improved returns…
NBMI offers a high income paid monthly with a potential backstop to the discount…
How can we best invest to make life better for all, including the world’s poorest? Kate Fox and Lee Qian, joint managers of Keystone Positive Change Investment Trust, explain their approach to Jemi...
2020 was a treacherous time for companies, but it showed the importance of capable management teams, a strong market position and resilient growth, says Stefan Gries, Co-Manager of the BlackRock Gr...
TRY offers a diversified and flexible way to invest in property, via listed equities…
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…
