November 2023
Strategy

Back to basics
Higher rates mean re-visiting portfolio construction...
01 Nov
01 Nov
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
Events

Once more into the breach?
With yawning discounts across the board, some sectors have been hit harder than others - our analysts think there could be value there for those with the sangfroid to fight for it...
08 Nov
08 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: Downing Strategic MicroCap
DSM’s wind-down could unlock the value in its portfolio…
16 Nov
16 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
August 2023
Strategy

Time to take the plunge
UK smaller companies have historically outperformed after every fall. Is this the moment to brave the uncertainty..?
16 Aug
16 Aug
Strategy

Isn’t it ironic?
Alternatives: not equities, not bonds, but a bit of both...
02 Aug
02 Aug
Fund Research

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

BlackRock Throgmorton Trust
THRG: falling portfolio valuations mask strong and resilient operational growth trends…
07 Aug
07 Aug
July 2023
Opinion

Our board and saviour
Boards are proving their value as discounts languish…
26 Jul
26 Jul
Video

Video interview with JMI Manager Georgina Brittain
We talk valuations, M&A and the attractions of UK small caps...
13 Jul
13 Jul
News

Results analysis: Miton UK MicroCap
MINI’s portfolio of micro-caps is trading on deeply discounted valuations…
11 Jul
11 Jul
Fund Research

BlackRock Smaller Companies
BRSC is a newly minted ‘dividend hero’…
31 Jul
31 Jul
June 2023
Fund Research

Aberforth Smaller Companies
ASL’s value style has boosted performance, but valuations remain very low, and M&A could spark a further lift…
09 Jun
09 Jun
Fund Research

Aberforth Split Level Income
ASIT has the potential to deliver strong returns in its short remaining life…
09 Jun
09 Jun
Fund Research

Invesco Perpetual UK Smaller Companies
IPU’s managers are quietly confident in the UK, and valuations may prove attractive in the long term…
05 Jun
05 Jun
May 2023
Features

Don’t ignore smaller companies for income
While the UK market is a good hunting ground for income-seekers, that income is often concentrated in a handful of stocks and sectors. “A small cap allocation can help to diversify this, and the investment trust structure has unique features that makes it attractive to income seekers” says Roland Arnold on the BlackRock Smaller Companies Trust...
05 May
05 May
News

Results analysis: BlackRock Smaller Companies
BRSC’s historically wide discount may offer an attractive entry point for long term investors…
16 May
16 May
News

Results analysis: Downing Strategic MicroCap
DSM has outperformed the AIM index again…
09 May
09 May
April 2023
Strategy

Hope springs eternal
Far-fetched as it might seem, we imagine some scenarios where a UK government might actually do something useful – and the investment trusts that could benefit…
26 Apr
26 Apr
Strategy

Far from the madding crowd
Smaller nimble companies, both public and private, may be best placed to navigate the current environment…
13 Apr
13 Apr
Strategy

Fallen Kingdom?
Since the UK was described as a ‘Jurassic Park’ stock market, it has outperformed. Is this a new age for the stock market..?
06 Apr
06 Apr
Fund Research

JPMorgan UK Smaller Companies
Macro concerns have knocked JMI to a discount, despite the managers’ strong long-term performance…
25 Apr
25 Apr