JMI continues to be a compelling proposition for investors even on a tighter discount, after releasing a strong set of half-year results this morning…
Reporting results for the year ending 31 Dec 2020, ASCI remains a solid trust on a significant discount to peers…
IPU is back up the performance tables once again, thanks to the managers’ valuation led approach...
After another set of strong results, we look at why, in our opinion, THRG continues to be one of the standout trusts in the UK…
BRSC has a strong track record of consistent outperformance...
Mining shares have rallied in recent months. With further potential, what impact could this have on the relative returns of active UK Small cap strategies...
We review the widest discounts in the investment trust universe and look at our selection of attractively cheap trusts…
We review the performance of the team’s ‘top picks’ for 2020 – including some proper plonkers – and place our bets for the year ahead…
One of the strongest performing trusts in 2019, we look at JMI and the portfolios continued outperformance of the benchmark and peers…
BlackRock Throgmorton (THRG) seeks to use both long and short positions to generate alpha...
Dan Whitestone rationalises the financial performance of individual companies during the pandemic and how this has affected BlackRock Throgmorton Trust plc...
Aberdeen Smaller Companies Income (ASCI) has generated outperformance since the change of strategy and currently offers a 2.8% yield…
ASL offers exposure to a cyclical rebound post-vaccine from a deeply discounted portfolio…
ASIT’s high gearing and cyclical portfolio mean it could offer exceptional performance potential as the end of the pandemic becomes clearer…
UK equities have been despised for almost five years and could offer extreme rebound potential…
On a material discount once again, IPU looks attractive for long term investors...
Presentations and audio from our conference focussed on discount opportunities in the investment trust sector…
View the presentation and listen to the audio from our 'Discounts in Focus' event on 05 November...
View the presentation and listen to the audio from our 'Discounts in Focus' event on 05 November...
IPU’s de-rating has been savage...
One of the most reliable trusts in the UK smaller-companies sector, THRG uses both a long and a short book to generate alpha, regardless of the wider market conditions…
This stockpicking duo have managed the Invesco UK Smaller Companies trust as a team since 2014...
