February 2024
Strategy
Pitch doctoring
Our analyst argues the upcoming budget should see radical action to boost the UK market…
21 Feb
21 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
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
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
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
Fund Research
BlackRock Throgmorton Trust
A dynamic and growth orientated approach to UK smaller companies…
08 Dec
08 Dec
July 2021
Events
London Calling
UK equities represent a ‘once in a generation’ opportunity according to the managers who joined us at our event last week…
08 Jul
08 Jul
Replay
Slides and Audio: Roundtable - Small is beautiful
Download the presentation and listen to the audio from our second roundtable discussion with Dan Whitestone, Georgina Brittain and Judith MacKenzie...
07 Jul
07 Jul
Fund Research
BlackRock Throgmorton Trust
THRG’s high net exposure reflects the manager’s bullishness about the opportunity set in UK small caps…
28 Jul
28 Jul
Replay
Slides and Audio: BlackRock Throgmorton
Download the presentation and listen to the audio from our 'Cool Britannia' Summer conference on 01 July...
07 Jul
07 Jul
February 2021
Strategy
Eye of the Pfizer
Mining shares have rallied in recent months. With further potential, what impact could this have on the relative returns of active UK Small cap strategies...
10 Feb
10 Feb
News
Results analysis: BlackRock Throgmorton
After another set of strong results, we look at why, in our opinion, THRG continues to be one of the standout trusts in the UK…
18 Feb
18 Feb
December 2020
Features
Lots of uncertainty, but an abundance of investment opportunities
Dan Whitestone rationalises the financial performance of individual companies during the pandemic and how this has affected BlackRock Throgmorton Trust plc...
10 Dec
10 Dec
Fund Research
BlackRock Throgmorton Trust
BlackRock Throgmorton (THRG) seeks to use both long and short positions to generate alpha...
23 Dec
23 Dec
April 2019
Strategy
Because they're worth it
With the rise of the passives putting more pressure on fees than ever before, we argue that performance fees could be the key to encouraging truly active investment trust managers...
10 Apr
10 Apr
Fund Research
BlackRock Throgmorton Trust
Dan Whitestone offers a growth-orientated portfolio of UK small and mid caps, using both long and short positions...
03 Apr
03 Apr