November 2021
Fund Research
AVI Japan Opportunity

AJOT’s concentrated, highly active approach to Japanese small caps has led it to generate strong outperformance over the last 12 months…

Features
Pacific Horizon Investment Trust PLC - Manager Insights

Roderick Snell, investment manager of the Pacific Horizon Investment Trust PLC, gives an update on the portfolio, discusses post-pandemic trends, and tells us what excites him most about the future...

Fund Research
Brown Advisory US Smaller Companies

BASC has performed strongly under its new manager…

Dial-in Diary
Conference calls, webinars and presentations in the coming weeks

Find out when the next investor calls are being held...

Fund Research
JPMorgan MidCap

Despite strong recent performance and excellent long-term track record, JMF is trading at a wide discount…

Fund Research
BlackRock Energy and Resources Income

Pragmatic active management has meant BERI’s managers have navigated recent months well…

Fund Research
JPMorgan Claverhouse

Steady outperformance and full exposure to the UK means JCH could be well-positioned for a second ‘Boris bounce’…

Strategy
Holding back the tears

While the final text of COP26 fell short of what many had hoped for, the writing is on the wall for fossil fuels and, from an investment perspective, the age of sustainability has only just begun…

News
Flash update: NB Private Equity Partners

October NAV from NBPE shows continued momentum…

22 November 2021
Features
Seismic shifts

Companies and industries rarely evolve gradually. Progress is often explosive explains Kirsty Gibson, joint manager of the Baillie Gifford US Growth Trust

Strategy
How Do You Like Them Apples

Judging whether the US market is expensive is not as easy as many make it out to be…

Fund Research
Aberforth Smaller Companies

ASL has had an excellent period of performance in the reflationary rally of the past year…

Fund Research
Aberforth Split Level Income

ASIT is well-positioned to perform exceptionally well in an economic recovery…

Fund Research
Invesco Select: Global Equity Income

A new team means IVPG has a more balanced portfolio, but the same focus on dividend growth…

Features
Virtuous cycles

From Ryanair to Rio Tinto, firms that suffer through tough times often resurface as big long-term winners. Spencer Adair, manager of The Monks Investment Trust, reveals what turns these stocks into...

Fund Research
Brunner

BUT has generated strong returns over 2021 but still trades at a potentially attractive discount…

Events
Fantastic growth funds (and where to find them)

We found them in India, Japan, frontier markets, healthcare and the global sector – and here they are…

News
Results analysis: BlackRock Greater Europe

BRGE continues to rank as the best performing European equity trust, thanks to its high-conviction approach to growth investing…

10 November 2021
Fund Research
BMO Real Estate Investments

BREI’s discount looks attractive and may not last given the 4.7% yield…

Fund Research
BlackRock Frontiers

Opportunities in smaller emerging and frontier countries bring BRFI to the fore after China woes…

Replay
Slides and Audio: BlackRock Frontiers

Download the presentation and listen to the audio from our 'Fantastic growth funds (and were to find them)' conference on 4 November...

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