About our speakers
Templeton Emerging Markets
Templeton Emerging Markets (TEM) is an interesting proposition for investors looking for long-term capital growth. The team have a long track record in managing emerging market assets and has bedded in their investment process well with solid performances in the first couple of years. There are challenging conditions in the market at the time of writing, but we believe the team remain right to be unfazed since the Portfolio is aligned to key long-term secular growth themes in the emerging markets.
BlackRock Smaller Companies
The second largest trust by size in the AIC UK Smaller Companies peer group, with total assets just over £1bn at the time of writing, BlackRock Smaller Companies' (BRSC) success is built on a long-term track record of consistent outperformance versus peers and benchmark, relatively low costs, a readily understandable and clear investment approach, and strong dividend growth. For those with a long time horizon the valuation multiple compression that has occurred year to date coupled with the current discount level of BRSC could provide an attractive entry point.
Brunner
Brunner's balanced approach and global equity exposure, coupled with its impressive dividend track record and strong ESG credentials, mean it could function as an investor’s primary equity holding. This is especially the case for investors looking for genuine active management, but who ultimately want a ‘fire and forget’ type of investment that they can be confident won’t majorly deviate in style.
Middlefield Canadian Income
Canada offers compelling advantages in the current inflationary environment, and the trust's income strategy and key sectoral biases mean it is well positioned for this. Middlefield Canadian Income's (MCT) portfolio has a strong value and cyclical bias, and its positioning in financials and energy in particular makes it well positioned to capitalise on both inflation and rising interest rates.
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