May 2022
Opinion
Podcast: How small caps will benefit from deglobalisation
Kepler's David Kimberley meets small cap veteran Gervais Williams for our first ever podcast...
17 May
17 May
Blog
Going against the grain
Overzealous selling may provide opportunities for investors happy to take on the risk…
12 May
12 May
News
Results analysis: BlackRock Smaller Companies
BRSC’s wide discount may provide an attractive entry point for investors…
11 May
11 May
News
Results analysis: Downing Strategic Micro-Cap
DSM reports on a strong year in relative terms, which continues in 2022…
10 May
10 May
April 2022
Strategy
Finding value in a haystack
Non-income value strategies are becoming increasingly scarce, but the holdouts represent attractive near-term opportunities…
27 Apr
27 Apr
Fund Research
BlackRock Smaller Companies
BRSC’s wide discount could prove a lucrative long-term entry point…
05 Apr
05 Apr
March 2022
Guides
Investing in the UK with investment trusts
How closed-ended funds can help investors in UK companies...
02 Mar
02 Mar
Replay
Slides and Audio: Invesco Perpetual UK Smaller Companies
Download the presentation and listen to the audio from our 'Ideas for your ISA' virtual Spring event on 15 March...
25 Mar
25 Mar
Features
What makes small, small?
Lots of funds purport to invest in small companies but DSM is the real deal…
10 Mar
10 Mar
Fund Research
abrdn Smaller Companies Income
ASCI offers a growing dividend from a source that could diversify income portfolios…
21 Mar
21 Mar
February 2022
Strategy
Perfectly formed
Our research suggests that investment trusts really are a better way to gain exposure to smaller companies…
16 Feb
16 Feb
Features
How keeping disciplined pays off in the small cap market
JMI’s track record shows why keeping grounded pays off in a market full of opportunity…
16 Feb
16 Feb
News
Results analysis: BlackRock Throgmorton
THRG continues to build on its impressive track record by investing in disruptive and innovative UK smaller companies…
09 Feb
09 Feb
Fund Research
Downing Strategic Micro-Cap
DSM’s strong performance in January illustrates just how different it is…
09 Feb
09 Feb
January 2022
Features
Finding value in the microverse
Downing Strategic Micro-Cap offers value investors a unique approach to UK small caps…
24 Jan
24 Jan
Features
The UK market’s hidden gems
London-listed small caps have flourished over the past decade and the Invesco Perpetual team believes that’s likely to continue into 2022…
05 Jan
05 Jan
December 2021
Strategy
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…
30 Dec
30 Dec
Features
Smaller companies: finding the best
Roland Arnold, Portfolio Manager of the BlackRock Smaller Companies Trust plc, explains how he uncovers companies that could grow their earnings for the long term.
01 Dec
01 Dec
Fund Research
Miton UK MicroCap
Specialising in the very smallest UK listed companies, MINI can provide a differentiated source of growth…
30 Dec
30 Dec
Fund Research
BlackRock Throgmorton Trust
A dynamic and growth orientated approach to UK smaller companies…
08 Dec
08 Dec
November 2021
Strategy
Don't fear the reaper
With market direction hard to call, we consider the case for taking a long-term view in the investment trust sector…
03 Nov
03 Nov
Fund Research
Aberforth Smaller Companies
ASL has had an excellent period of performance in the reflationary rally of the past year…
17 Nov
17 Nov
Fund Research
Aberforth Split Level Income
ASIT is well-positioned to perform exceptionally well in an economic recovery…
17 Nov
17 Nov
Fund Research
Invesco Perpetual UK Smaller Companies
With stock-picking once again being rewarded, IPU is performing well…
03 Nov
03 Nov
October 2021
Features
Look beyond the recovery trade to find tomorrow’s large caps today
While the re-opening trade has fuelled UK smaller companies in 2021, there is more to the story for the domestic economy. Here, we discuss three companies that the team at JPMorgan UK Smaller Companies Investment Trust (JMI) believe could flourish into the future…
13 Oct
13 Oct
News
Results analysis: JPMorgan UK Smaller Companies
JMI has built on its excellent track record, taking a balanced approach to a dynamic asset class…
13 Oct
13 Oct
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
Features
In with the new
Identifying the “next big thing” in micro-cap investing is a challenge for private investors. Fortunately, the expert teams behind trusts such as Downing Strategic Micro-Cap are able to sift through the field to select the best new opportunities on the market…
29 Sep
29 Sep
Fund Research
BlackRock Smaller Companies
BRSC has a strong track record of consistent outperformance...
29 Sep
29 Sep