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
News
Results analysis: Miton UK MicroCap
MINI’s portfolio of micro-caps is trading on deeply discounted valuations…
11 Jul
11 Jul
Fund Research
Downing Strategic Micro-Cap
DSM’s highly concentrated portfolio could benefit from a wave of M&A…
14 Jul
14 Jul
June 2023
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
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
News
Results analysis: BlackRock Smaller Companies
BRSC’s historically wide discount may offer an attractive entry point for long term investors…
16 May
16 May
News
Results analysis: Downing Strategic MicroCap
DSM has outperformed the AIM index again…
09 May
09 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
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
Fund Research
abrdn Smaller Companies Income
ASCI offers a differentiated way to invest in UK smaller companies…
02 Dec
02 Dec
November 2022
Replay
Slides and Audio: BlackRock Smaller Companies
Download the presentation and listen to the audio from our webinar from 15 November...
24 Nov
24 Nov
News
Results analysis: Downing Strategic Micro-Cap
DSM held up better than many of its peers in a tough period for UK small caps…
02 Nov
02 Nov
Fund Research
Aberforth Smaller Companies
ASL has outperformed since the vaccine rally, and its cheap portfolio valuations have historically led to strong returns…
30 Nov
30 Nov
Fund Research
BlackRock Smaller Companies
BRSC’s wide discount and lower portfolio valuations may offer an attractive entry opportunity for long-term investors...
24 Nov
24 Nov
September 2022
Events
Mind the gap
While chaos reigns in the short-term for markets, some investors see a growing disconnect between prices and reality...
28 Sep
28 Sep
Replay
Slides and Audio: Miton UK MicroCap
Download the presentation and listen to the audio from our 'Growth at an unreasonable price' event from 23 September...
28 Sep
28 Sep
Features
The small cap advantage
Smaller companies have shown their mettle through the pandemic. This is no accident, says Roland Arnold, portfolio manager of the BlackRock Smaller Companies Trust plc, these are dynamic and nimble businesses, that use capital effectively to drive innovation and deliver sustainable long-term growth...
02 Sep
02 Sep
Fund Research
Miton UK MicroCap
MINI’s share price discount could offer a long-term entry opportunity…
15 Sep
15 Sep