September 2020
Fund Research
City of London

CTY’s dependable track record of dividend growth continues, but it has slipped to a rare discount…

Replay
Slides and Audio: City of London

View the presentation and listen to the audio from our 'Alternatives for Income Investors' event on 29 September...

Fund Research
Tellworth British Recovery & Growth

BRIT will be a new UK focussed ‘All-Cap’ trust with stock-picking by the highly experienced Paul Marriage and team at Tellworth Investments…

Fund Research
Troy Income & Growth

Seeking to identify and invest in a portfolio of high quality companies, TIGT seeks to generate sustainable dividends and income and capital growth...

Fund Research
Downing Strategic Micro-Cap

DSM’s portfolio has proven resilient this year, but the trust’s discount remains very wide…

Strategy
Blood in the streets

The UK Smaller Companies Sector faces plenty of challenges, but bombed out valuations among trusts in the sector look interesting...

Fund Research
JPMorgan MidCap

JMF uses quant research and fundamental analysis to take advantage of investor psychology and market inefficiencies...

Features
The unsung heroes of the stock market

Ciaran Mallon of Invesco outlines the case for the utilities sector here in the UK, which seems unconnected to the volatility created from the global COVID pandemic...

Fund Research
Aurora

ARR offers a highly concentrated portfolio of long-term value investments…

Fund Research
BMO Commercial Property

BCPT has reintroduced a dividend at 50% of the previous rate and offers a 4.6% annualised yield, paid monthly...

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