February 2024
Strategy
Catch a falling star
Our analysts discuss three discounted sectors that could be due a rebound…
28 Feb
28 Feb
Strategy
Pitch doctoring
Our analyst argues the upcoming budget should see radical action to boost the UK market…
21 Feb
21 Feb
Strategy
Bring some yin-yang into your portfolio in 2024
Inherent contradictions within portfolios can give them stability in a polarised world...
01 Feb
01 Feb
Video
Talking Trusts: Interview with Richard Staveley, fund manager of Rockwood Strategic
We talk about the attractive valuations in the UK small-cap sector, M&A activity and the outlook for the sector…
20 Feb
20 Feb
News
Results analysis: BlackRock Throgmorton
Easing macroeconomic conditions may provide a catalyst for THRG’s operationally resilient companies to re-rate…
13 Feb
13 Feb
Fund Research
River & Mercantile UK Micro Cap
RMMC’s concentrated, growth portfolio could be a major beneficiary of a UK recovery…
27 Feb
27 Feb
Fund Research
Miton UK MicroCap
MINI’s managers believe the prospects for the strategy are the best they have been for 30 years…
16 Feb
16 Feb
January 2024
Strategy
Definitely maybe
Fund flows and discounts may shed some light on a once-in-a-generation opportunity…
10 Jan
10 Jan
Blog
Heading to the polls
We look at elections around the world and what they mean for investors…
26 Jan
26 Jan
Fund Research
JPMorgan UK Smaller Companies
JMI’s proposed combination with JMF will offer investors a range of potential benefits…
25 Jan
25 Jan
December 2023
Blog
Time to tell Sid?
British investors could be missing a trick by ignoring out-of-favour UK equities…
08 Dec
08 Dec
Features
Outpacing the herd
RKW continues to unlock value for investors in the small-cap sector, with subdued valuations attracting bargain-hunters…
15 Dec
15 Dec
News
Results analysis: Miton UK MicroCap
MINI’s managers argue there is option-like upside in their micro-cap portfolio…
14 Dec
14 Dec
Fund Research
Invesco Perpetual UK Smaller Companies
IPU is gearing up, attracted by UK small-cap valuations…
28 Dec
28 Dec
November 2023
Strategy
Back to basics
Higher rates mean re-visiting portfolio construction...
01 Nov
01 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
Blog
An informational edge
Low levels of research create opportunity but aren’t enough to drive returns…
24 Nov
24 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
Blog
We already know
A gloomy outlook for the UK economy is hardly novel information…
03 Nov
03 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
September 2023
Blog
Pizza Tiger
You don’t need to reinvent the wheel to deliver good returns on your investment...
15 Sep
15 Sep
Features
How small is small?
Rockwood Strategic's unique approach to UK small caps has delivered strong returns for shareholders…
20 Sep
20 Sep
Fund Research
Rockwood Strategic
RKW’s focus on micro-caps with a value mindset offers a differentiated approach, with differentiated performance…
14 Sep
14 Sep
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
Guides
Investing in micro-caps with investment trusts
Micro-caps are a relatively new entry into the investment trust market…
17 Aug
17 Aug
Fund Research
Miton UK MicroCap
MINI’s managers aim to exploit extreme value in UK micro-caps…
24 Aug
24 Aug