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
Market insight
Make AIM great again
The number of small caps is falling, could AIM prove a source of alpha?
06 Feb
06 Feb
December 2023
Market insight
In it, to win it
ASL shows us how mistiming the market can decimate return potential…
12 Dec
12 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
Fund Research
Aberforth Smaller Companies
ASL’s value approach is well placed to capture the potential of a new market era…
01 Dec
01 Dec
November 2023
Strategy
Back to basics
Higher rates mean re-visiting portfolio construction...
01 Nov
01 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
Market Insight
Is a stealth value market underway?
Higher for longer could be good news for value investors…
13 Nov
13 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
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
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
Fund Research
Miton UK MicroCap
MINI’s managers aim to exploit extreme value in UK micro-caps…
24 Aug
24 Aug
Fund Research
BlackRock Throgmorton Trust
THRG: falling portfolio valuations mask strong and resilient operational growth trends…
07 Aug
07 Aug
July 2023
Opinion
Our board and saviour
Boards are proving their value as discounts languish…
26 Jul
26 Jul
Fund Research
BlackRock Smaller Companies
BRSC is a newly minted ‘dividend hero’…
31 Jul
31 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