November 2023
Bull vs Bear

BlackRock Smaller Companies - Bull vs Bear
In this inaugural episode of Bull vs Bear, we look at BlackRock Smaller Companies (BRSC)...
16 Nov
16 Nov
Market Insight

Is a stealth value market underway?
Higher for longer could be good news for value investors…
13 Nov
13 Nov
News

Results analysis: Rockwood Strategic
RKW still has an exceptional long-term track record, despite a dip in the latest half-year period…
24 Nov
24 Nov
News

Results analysis: Edinburgh Investment Trust
EDIN continues to deliver impressive outperformance versus the FTSE All-Share…
22 Nov
22 Nov
News

Results analysis: Downing Strategic MicroCap
DSM’s wind-down could unlock the value in its portfolio…
16 Nov
16 Nov
News

Flash update: Foresight Sustainable Forestry
FSF has made progress on its operational targets, it reports in an update covering the half-year ending 30/09/2023…
14 Nov
14 Nov
News

Results analysis: Picton Property Income
PCTN has very low refinancing risk and asset management initiatives are beginning to pay off…
14 Nov
14 Nov
Fund Research

Aberforth Split Level Income
ASIT’s managers: Today’s investment opportunity is amongst the best in Aberforth’s 33 years…
29 Nov
29 Nov
October 2023
Features

Baillie Gifford UK Growth Trust manager insights
Investment manager Milena Mileva shares an annual update on the portfolio, reflecting on the market environment, performance and turnover, and opportunities for holdings...
13 Oct
13 Oct
News

Flash update: Greencoat UK Wind
UKW’s board appears bullish, with an inflation beating dividend and £100m buyback announced…
31 Oct
31 Oct
News

Results analysis: Schroder BSC Social Impact
SBSI’s NAV has remained resilient, and improved income generation has allowed the board to raise dividend guidance…
30 Oct
30 Oct
News

Results analysis: Schroder Income Growth
SCF has a strong track record in delivering both income and capital growth over the long-term…
27 Oct
27 Oct
Fund Research

Edinburgh Investment Trust
EDIN has delivered strong outperformance in its first three years under a new manager…
25 Oct
25 Oct
Fund Research

CT UK High Income
CHI offers an attractive yield and a unique strategy that could complement a traditional UK equity income portfolio…
23 Oct
23 Oct
Fund Research

ICG Enterprise
ICGT has posted good interim results, illustrating the resilience of its buyout portfolio…
19 Oct
19 Oct
Fund Research

City of London
CTY is an attractive package, backed by 57 years of dividend increases…
11 Oct
11 Oct
September 2023
Fund Research

M&G Credit Income
MGCI offers an exceptional yield from a portfolio with low NAV volatility…
27 Sep
27 Sep
Fund Research

Picton Property Income
PCTN’s covered dividend and strong reversionary potential should lead to dividend growth…
26 Sep
26 Sep
Fund Research

Schroder British Opportunities
SBO’s unique portfolio is gathering momentum and the discount remains compelling…
26 Sep
26 Sep
Fund Research

Schroder BSC Social Impact
Recent activity has demonstrated the resilience of SBSI’s approach to impact investing…
26 Sep
26 Sep
Fund Research

HgCapital
Private equity trust with narrow focus, but interims show portfolio’s underlying resilience...
22 Sep
22 Sep
Fund Research

JPMorgan Claverhouse
JCH’s consistency and pure UK equity exposure mark it out from its peers…
18 Sep
18 Sep
Fund Research

Rockwood Strategic
RKW’s focus on micro-caps with a value mindset offers a differentiated approach, with differentiated performance…
14 Sep
14 Sep
August 2023
Features

UK Equities: A fantastic hunting ground for long-term growth investors
In this webinar, Milena Mileva, co-manager of the Baillie Gifford UK Growth Trust plc, dispelled some myths about investing in the UK equity market, and explained why it's an excellent opportunity for long-term growth investors...
18 Aug
18 Aug
Fund Research

Fidelity Special Values
FSV’s contrarian approach should help capture the cheap valuations on offer from the UK market…
31 Aug
31 Aug
Fund Research

Miton UK MicroCap
MINI’s managers aim to exploit extreme value in UK micro-caps…
24 Aug
24 Aug
Fund Research

Personal Assets
PNL’s multi-asset portfolio may provide a safe haven in a volatile market…
22 Aug
22 Aug