July 2023
Opinion
Our board and saviour
Boards are proving their value as discounts languish…
26 Jul
26 Jul
Video
Video interview with JMI Manager Georgina Brittain
We talk valuations, M&A and the attractions of UK small caps...
13 Jul
13 Jul
News
Results analysis: Miton UK MicroCap
MINI’s portfolio of micro-caps is trading on deeply discounted valuations…
11 Jul
11 Jul
Fund Research
BlackRock Smaller Companies
BRSC is a newly minted ‘dividend hero’…
31 Jul
31 Jul
June 2023
Guides
Investing in UK small caps with investment trusts
Investment trusts are a simple way to access UK smaller companies…
19 Jun
19 Jun
Fund Research
Aberforth Smaller Companies
ASL’s value style has boosted performance, but valuations remain very low, and M&A could spark a further lift…
09 Jun
09 Jun
Fund Research
Aberforth Split Level Income
ASIT has the potential to deliver strong returns in its short remaining life…
09 Jun
09 Jun
Fund Research
Invesco Perpetual UK Smaller Companies
IPU’s managers are quietly confident in the UK, and valuations may prove attractive in the long term…
05 Jun
05 Jun
May 2023
Guides
Investing in the UK with investment trusts
How investment trusts can help investors in UK companies...
02 May
02 May
Blog
More UK M&A
The bids keep coming, the valuations stay low…
19 May
19 May
Blog
Lessons from history
Previous crises suggest that small-caps are more recession-proof than we think…
05 May
05 May
Features
Don’t ignore smaller companies for income
While the UK market is a good hunting ground for income-seekers, that income is often concentrated in a handful of stocks and sectors. “A small cap allocation can help to diversify this, and the investment trust structure has unique features that makes it attractive to income seekers” says Roland Arnold on the BlackRock Smaller Companies Trust...
05 May
05 May
April 2023
Strategy
Hope springs eternal
Far-fetched as it might seem, we imagine some scenarios where a UK government might actually do something useful – and the investment trusts that could benefit…
26 Apr
26 Apr
Strategy
Far from the madding crowd
Smaller nimble companies, both public and private, may be best placed to navigate the current environment…
13 Apr
13 Apr
Strategy
Fallen Kingdom?
Since the UK was described as a ‘Jurassic Park’ stock market, it has outperformed. Is this a new age for the stock market..?
06 Apr
06 Apr
Fund Research
JPMorgan UK Smaller Companies
Macro concerns have knocked JMI to a discount, despite the managers’ strong long-term performance…
25 Apr
25 Apr
March 2023
Blog
A feast for your ISAs – the second course
Dividends, UK small caps, energy and more…
17 Mar
17 Mar
Features
Going against the grain
BRSC’s discount and recent performance could mean there’s room for cautious optimism…
30 Mar
30 Mar
Features
The little companies that could
DSM’s selection of some of the UK’s very smallest companies show remarkable resilience amid the economic doom and gloom…
30 Mar
30 Mar
February 2023
Features
The overlooked value in the value universe
While markets have reawakened to the opportunity in value stocks, at the smaller end of the market capitalisation spectrum the managers of Downing Strategic Micro-Cap believe there is untapped potential…
24 Feb
24 Feb
News
Results analysis: BlackRock Throgmorton
Performance improved for THRG in the second half of the 2022 financial year…
13 Feb
13 Feb
December 2022
Strategy
Calling time
As the year draws to its close, our analysts highlight the articles they think are the team’s best calls from 2022…
28 Dec
28 Dec
News
Results analysis: Miton UK MicroCap
MINI’s unique investment process may uncover some good value in an otherwise uncertain environment…
15 Dec
15 Dec
Fund Research
Aberforth Split Level Income
ASIT offers potentially exciting returns as its planned 1 July 2024 wind-up date approaches…
14 Dec
14 Dec