BlackRock Throgmorton Trust - May 2024 | Kepler Trust Intelligence

Latest update

Read our latest update on this trust

Portfolio update: BlackRock Throgmorton (THRG)

Ryan Lightfoot-Aminoff

THRG’s combination with BRSC will improve scale and liquidity, potentially appealing to institutional investors.

Ryan Lightfoot-Aminoff

Latest Research

THRG has performed well over the past year, with outperformance accelerating in recent months…

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Nicholas Todd

[email protected]

Updated: 21 May 2024

Monthly roundup

Monthly roundup: growth of SpaceX, UKW’s dividend cover and what’s popular with ISA millionaires?

Kepler Trust Intelligence

Jo, Ryan and David discuss the latest news and results in the investment trust world.

Kepler Trust Intelligence

Money for nothing

We look at those investment trusts covering the costs of their fees with buybacks.

Monthly roundup

Monthly roundup: update on Saba, results from UKW and THRG and highlights from our recent podcasts and ISA event

Kepler Trust Intelligence

Jo, Ryan and David discuss the latest news and results in the investment trust world...

Kepler Trust Intelligence

Why are domestic smaller companies providing refreshed opportunities?

UK smaller companies are often seen as a play on the domestic UK economy, but in reality on the BlackRock Throgmorton Trust (THRG), we always have the choice to invest in more internationally-focused companies if that is where we see investment opportunities. However, at the moment we see the best prospects for long-term capital growth in the domestic market. Why?

March 2026

Results analysis: BlackRock Throgmorton

Ryan Lightfoot-Aminoff

THRG’s proposed combination with BRSC offers a number of attractive upsides.

Ryan Lightfoot-Aminoff

April 2025

Portfolio update

Portfolio update: BlackRock Throgmorton

Ryan Lightfoot-Aminoff

THRG’s smaller company portfolio could bounce hard in a market recovery…

Ryan Lightfoot-Aminoff

February 2025

Results analysis: BlackRock Throgmorton

Ryan Lightfoot-Aminoff

THRG has delivered another year of outperformance despite challenging conditions…

Ryan Lightfoot-Aminoff

February 2024

Pitch doctoring

Our analyst argues the upcoming budget should see radical action to boost the UK market…

Results analysis: BlackRock Throgmorton

Easing macroeconomic conditions may provide a catalyst for THRG’s operationally resilient companies to re-rate…

January 2024

Definitely maybe

Fund flows and discounts may shed some light on a once-in-a-generation opportunity…

August 2023

BlackRock Throgmorton Trust

THRG: falling portfolio valuations mask strong and resilient operational growth trends…

February 2023

Results analysis: BlackRock Throgmorton

Performance improved for THRG in the second half of the 2022 financial year…

January 2023

Fortune favours the brave

Our research suggests a recession has already been priced into small cap trusts, but risks abound...

Solving the Rubik’s Cube

We reveal the winners of our investment trust ratings for 2023…

November 2022

BlackRock Throgmorton Trust

THRG’s manager argues macro is driving short-term volatility, but fundamentals should prevail in the long term…

August 2022

Get ‘em while they’re hot

Wide discounts in the UK Smaller Companies sector may present long term investors with good entry opportunities…

February 2022

Perfectly formed

Our research suggests that investment trusts really are a better way to gain exposure to smaller companies…

Results analysis: BlackRock Throgmorton

THRG continues to build on its impressive track record by investing in disruptive and innovative UK smaller companies…

December 2021

Great expectations

As the last of the mince pies wilts in the fridge, topped with a generous helping of stilton, the Kepler Trust Intelligence team stick a finger in the air and point toward their top picks for the year ahead…

BlackRock Throgmorton Trust

A dynamic and growth orientated approach to UK smaller companies…

August 2021

In at the deep end

Does seeking out wider-than-usual discounts help investors systematically outperform in the UK trust space?

July 2021

London Calling

UK equities represent a ‘once in a generation’ opportunity according to the managers who joined us at our event last week…

Slides and Audio: Roundtable - Small is beautiful

Kepler Trust Intelligence

Download the presentation and listen to the audio from our second roundtable discussion with Dan Whitestone, Georgina Brittain and Judith MacKenzie...

Kepler Trust Intelligence

BlackRock Throgmorton Trust

THRG’s high net exposure reflects the manager’s bullishness about the opportunity set in UK small caps…

Slides and Audio: BlackRock Throgmorton

Kepler Trust Intelligence

Download the presentation and listen to the audio from our 'Cool Britannia' Summer conference on 01 July...

Kepler Trust Intelligence

June 2021

Time to back Britain?

After a challenging period for the United Kingdom, we wonder if it could be the most exciting market on a five-year view…

February 2021

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...

Results analysis: BlackRock Throgmorton

William Sobczak

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…

William Sobczak

January 2021

Kepler's top-rated investment trusts for 2021

We update our annual quantitative ratings for investment trusts…

December 2020

Lots of uncertainty, but an abundance of investment opportunities

Dan Whitestone, BlackRock

Dan Whitestone rationalises the financial performance of individual companies during the pandemic and how this has affected BlackRock Throgmorton Trust plc...

Dan Whitestone, BlackRock

BlackRock Throgmorton Trust

BlackRock Throgmorton (THRG) seeks to use both long and short positions to generate alpha...

November 2020

Britannia Redux

UK equities have been despised for almost five years and could offer extreme rebound potential…

June 2020

BlackRock Throgmorton Trust

William Sobczak

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…

William Sobczak

November 2019

BlackRock Throgmorton Trust

William Sobczak

One of the most reliable trusts in the UK, THRG has shown the ability to perform strongly in both rising and falling markets at low levels of volatility…

William Sobczak

October 2019

Thinking big on small companies

Dan Whitestone, BlackRock

Dan Whitestone, BlackRock

April 2019

Because they're worth it

William Heathcoat Amory

With the rise of the passives putting more pressure on fees than ever before, we argue that performance fees could be the key to encouraging truly active investment trust managers...

William Heathcoat Amory

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