September 2023
Fund Research
Schroder British Opportunities
SBO’s unique portfolio is gathering momentum and the discount remains compelling…
26 Sep
26 Sep
Fund Research
Schroder BSC Social Impact
Recent activity has demonstrated the resilience of SBSI’s approach to impact investing…
26 Sep
26 Sep
Fund Research
HgCapital
Private equity trust with narrow focus, but interims show portfolio’s underlying resilience...
22 Sep
22 Sep
Fund Research
JPMorgan Claverhouse
JCH’s consistency and pure UK equity exposure mark it out from its peers…
18 Sep
18 Sep
August 2023
Features
UK Equities: A fantastic hunting ground for long-term growth investors
In this webinar, Milena Mileva, co-manager of the Baillie Gifford UK Growth Trust plc, dispelled some myths about investing in the UK equity market, and explained why it's an excellent opportunity for long-term growth investors...
18 Aug
18 Aug
Fund Research
Fidelity Special Values
FSV’s contrarian approach should help capture the cheap valuations on offer from the UK market…
31 Aug
31 Aug
Fund Research
Miton UK MicroCap
MINI’s managers aim to exploit extreme value in UK micro-caps…
24 Aug
24 Aug
Fund Research
Personal Assets
PNL’s multi-asset portfolio may provide a safe haven in a volatile market…
22 Aug
22 Aug
Fund Research
Greencoat UK Wind
Increased clarity on underlying assumptions highlights UKW’s resilient proposition…
14 Aug
14 Aug
Fund Research
TR Property
TRY: a unique way to capture a recovery in property valuations...
10 Aug
10 Aug
Fund Research
3i Infrastructure
3IN: keeping it real
10 Aug
10 Aug
Fund Research
GCP Infrastructure Investments
GCP: recycling capital helps reset the clock...
10 Aug
10 Aug
July 2023
Video
Video interview with JMI Manager Georgina Brittain
We talk valuations, M&A and the attractions of UK small caps...
13 Jul
13 Jul
Features
Investing for impact in social housing
The unique attractions of the UK’s social housing market...
14 Jul
14 Jul
Features
Schroders Capital Global Innovation Trust: Where we’re looking to deploy private equity capital
Exploring the private equity company life cycle...
07 Jul
07 Jul
News
Results analysis: Greencoat UK Wind
UKW’s resilient NAV and increased discount rate suggest strong prospective returns…
27 Jul
27 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
Fund Research
Mercantile
MRC is offering higher quality than the benchmark, which should help in uncertain times…
28 Jul
28 Jul
Fund Research
Montanaro UK Smaller Companies
2022 was a perfect storm of headwinds for MTU. Will the stock picking prowess deliver a recovery..?
28 Jul
28 Jul
June 2023
News
Results analysis: Foresight Sustainable Forestry
FSF’s NAV has proven resilient in the face of macroeconomic headwinds…
13 Jun
13 Jun
Fund Research
CT UK High Income
CHI’s high-conviction strategy offers an attractive yield and a very different underlying exposure…
21 Jun
21 Jun
Fund Research
Dunedin Income Growth
DIG offers several differentiating features which help it stand out in a competitive peer group…
16 Jun
16 Jun
Fund Research
Schroders Capital Global Innovation
INOV is on the next phase of its journey yet the discount still reflects legacy issues…
16 Jun
16 Jun
Fund Research
Balanced Commercial Property
BCPT: active management, strategic assets, and monthly dividends…
12 Jun
12 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