September 2021
Strategy
Bargains galore
We review our discounted opportunities portfolio, with one constituent rallying more than 30% in just two months…
15 Sep
15 Sep
Head to head
Slings and arrows
Our analysts argue over whether it’s better to take arms against volatility in a portfolio, or to simply suffer it…
29 Sep
29 Sep
Fund Research
BlackRock Smaller Companies
BRSC has a strong track record of consistent outperformance...
29 Sep
29 Sep
July 2021
Opinion
How are the mighty fallen
Dividend culture as we knew it is dead, according to Kepler's David Johnson, but investment trusts offer a solution...
28 Jul
28 Jul
REPLAY
Slides and Audio: JPMorgan Smaller Companies
Download the presentation and listen to the audio from our 'Cool Britannia' Summer conference on 01 July...
07 Jul
07 Jul
Replay
Slides and Audio: Downing Strategic Micro-Cap
Download the presentation and listen to the audio from our 'Cool Britannia' Summer conference on 01 July...
07 Jul
07 Jul
Replay
Slides and Audio: Roundtable - Small is beautiful
Download the presentation and listen to the audio from our second roundtable discussion with Dan Whitestone, Georgina Brittain and Judith MacKenzie...
07 Jul
07 Jul
Fund Research
BlackRock Throgmorton Trust
THRG’s high net exposure reflects the manager’s bullishness about the opportunity set in UK small caps…
28 Jul
28 Jul
Replay
Slides and Audio: BlackRock Throgmorton
Download the presentation and listen to the audio from our 'Cool Britannia' Summer conference on 01 July...
07 Jul
07 Jul
June 2021
Strategy
Fortune favours the brave (sometimes)
Our research suggests wide discounts often herald high NAV returns too…
02 Jun
02 Jun
Fund Research
Downing Strategic Micro-Cap
Insider buying and a positive outlook for the portfolio make DSM’s discount look attractive...
25 Jun
25 Jun
Fund Research
abrdn Smaller Companies Income
ASCI has outperformed over the current managers’ tenure…
23 Jun
23 Jun
Fund Research
Henderson Smaller Companies
HSL has an extensive track record of outperformance...
10 Jun
10 Jun
May 2021
Head to Head
Stand and deliver
Is a high OCF daylight robbery or should investors keep calm and carry on? Our analysts debate the perennial question…
26 May
26 May
News
Results analysis: BlackRock Smaller Companies
BRSC continues to forge a solid long-term track record despite a challenging year…
18 May
18 May
News
Results analysis: Downing Strategic Micro-Cap
Reporting results for the year ending 28/02/2021, the momentum behind DSM’s portfolio continues…
11 May
11 May
Fund Research
Aberforth Smaller Companies
Despite a strong rally, ASL’s portfolio retains significant upside to fair value...
26 May
26 May
April 2021
Head to head
The next value opportunity?
Two of our analysts debate whether Europe's improving vaccination programme will be the next opportunity for investors in their pursuit of returns...
28 Apr
28 Apr
Fund Research
Miton UK MicroCap
After an exceptional 2020, MINI may yet have further to go…
07 Apr
07 Apr
March 2021
News
Results analysis: JPMorgan Smaller Companies
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…
25 Mar
25 Mar
News
Results analysis: Aberdeen Smaller Companies Income
Reporting results for the year ending 31 Dec 2020, ASCI remains a solid trust on a significant discount to peers…
22 Mar
22 Mar
Fund Research
Invesco Perpetual UK Smaller Companies
IPU is back up the performance tables once again, thanks to the managers’ valuation led approach...
17 Mar
17 Mar
February 2021
Strategy
Eye of the Pfizer
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...
10 Feb
10 Feb
News
Results analysis: BlackRock Throgmorton
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…
18 Feb
18 Feb
Fund Research
BlackRock Smaller Companies
BRSC has a strong track record of consistent outperformance...
10 Feb
10 Feb
January 2021
Strategy
Get 'em while they're hot!
We review the widest discounts in the investment trust universe and look at our selection of attractively cheap trusts…
14 Jan
14 Jan
Strategy
This time next year Rodney...
We review the performance of the team’s ‘top picks’ for 2020 – including some proper plonkers – and place our bets for the year ahead…
06 Jan
06 Jan