Overview
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Fundamentals
Price
Research History
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11 Sep 2018 1 min read
BlackRock Throgmorton Trust – Vision, execution and adaptability
BlackRock Throgmorton Trust – Vision, execution and adaptability Dan Whitestone, manager of BlackRock Throgmorton Trust (THRG), has a dual-pronged approach to selecting investments that involves identifying what he describes as “high- quality differentiated companies” and companies driving industry change. Dan looks for management teams with vision, the ability to execute according to that vision and […]
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1 min read
BlackRock Throgmorton Trust – Vision, execution and adaptability
BlackRock Throgmorton Trust – Vision, execution and adaptability Dan Whitestone, manager of BlackRock Throgmorton Trust (THRG), has a dual-pronged approach to selecting investments that involves identifying what he describes as “high- quality differentiated companies” and companies driving industry change. Dan looks for management teams with vision, the ability to execute according to that vision and […]
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22 Mar 2017 1 min read
Strategic Equity Capital – “Business as usual”
Strategic Equity Capital – “Business as usual” is a note that Marten & Co wrote for QuotedData that explains the impact of Stuart Widdowson’s resignation as manager of Strategic Equity Capital. Strategic Equity Capital (SEC) announced Stuart Widdowson’s departure from GVQ Investment Management on 7 February 2017. GVQ stress that it is “business as usual” […]
News
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27 Feb 2017 5 min read
Mining underweight sees Standard Life UK Smaller Companies modestly underperform
Standard Life UK Smaller Companies has announced its interim results for the half year ended 31 December 2016. During the period, the company provided an NAV total return of 16.7% and a share price total return of 17.7%, these both modestly underperformed the company’s ‘reference index’, the Numis Smaller Companies Index (excluding Investment Companies) Index, […]
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15 Feb 2017 4 min read
BlackRock Throgmorton says CFD portfolio added 2.5% to performance
BlackRock Throgmorton says that, during the year to 30 November 2016, the Net Asset Value per share returned 7.3% compared with a return of 6.3% from the benchmark, the Numis Smaller Companies excluding AIM (excluding Investment Companies) Index. They are paying a total dividend for the year of 7.50 pence per share, an increase of […]
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10 Feb 2017 4 min read
Strategic Equity Capital – Jeff Harris is the natural successor
Strategic Equity Capital has published its interim report covering the six months ended 31 December 2016 – the NAV per share and the NAV total return per share increased by 13.7% and 14.1% respectively. By contrast, the benchmark returned 18.0%. The chairman’s statement attributes the underperformance to the lack of natural resource exposure in the […]
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21 Sep 2016 7 min read
Strategic Equity Capital suffers from trickier markets and disappointing newsflow
Strategic Equity Capital, managed by Stuart Widdowson (pictured), has announced its annual results for the year ended 30 June 2016. During the period, the company provided an NAV total return of -8.7% and a share price total return of -22.4%. In comparison, the FTSE Small Cap Index declined by 3.7%. Richard Hills, the trust’s chairman, says […]
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26 Apr 2016 2 min read
A good year for BlackRock Smaller Companies
During the year to 29 February 2016, BlackRock Smaller Companies’ net asset value increased by 4.0% to 992.18p per share, compared with its benchmark, the Numis Smaller Companies plus AIM (excluding Investment Companies) Index, which fell by 4.4%. The company’s share price increased by 6.3% to 863.00p per share. Small capitalisation stocks outperformed mid and large […]
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18 Feb 2016 4 min read
Strategic Equity Capital hurt by Tribal holding
Strategic Equity Capital’s interim figures, covering the six months ended 31 December 2015, show the NAV per share and the NAV total return per share decreased by 2.3% and 2.0% respectively. The Chairman’s statement says that aside from the exceptionally disappointing returns from one investment, Tribal Group, the vast majority of the remaining portfolio performed […]
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12 Feb 2016 3 min read
BlackRock Throgmorton gets its stock selection right
BlackRock Throgmorton Trust beat its benchmark by more than 10% over the year that ended on 30 November 2015. The Company’s net asset value per share returned 23.2% compared with a return of 11.9% for the Numis Smaller Companies excluding AIM (excluding Investment Companies) Index. Shareholders did even better – the share price return was […]
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16 Oct 2015 1 min read
JPMorgan Smaller Companies’ results ahead of benchmark
JPMorgan Smaller Companies has announced results for the year ended 31 July 2015. Over that period the total return on net assets was 13.4%, which compares with 10.5% for the benchmark index (the FTSE Small Cap Index excluding investment trusts). The return to Ordinary shareholders was 14.6% reflecting a slight narrowing of the share price discount […]
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18 Sep 2015 2 min read
Strategic Equity Capital reports on blockbuster year
Strategic Equity Capital (which we recently published a note on) has announced results for the year ended 30 June 2015. The Company’s Net Asset Value Total Return per share was 25.8% over the twelve months ended 30 June 2015, exceeding the comparable FTSE Smaller Companies ex Investment Companies Index by 17.4% over the same period. Shareholders did much […]
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18 Aug 2015 2 min read
Diverse Income caps expansion plans as it outperforms again
Diverse Income has reported results for the year ended 31 May 2015. Over the period the total return on net assets was 8.9% which compares favourably to a 7.5% return on the FTSE All-Share Index an 8.6% return on the FTSE Small Cap (excluding Investment Companies) Index and -4.0% return on the AIM All-Share Index. The fund […]
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29 Jan 2015 2 min read
Diverse Income held back by small cap. weakness
Diverse Income Trust interim results for the six months ended 30 November 2014 show the fund generating a return on net assets of -3.2% and a return to shareholders of -1.9%. the first half dividend rose from 0.8p to 0.9p. The fund is skewed towards smaller companies relative to the FTSE All-Share Index and this accounts […]
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27 Feb 2014 1 min read
Strategic Equity Capital : SEC – half year report
Strategic Equity Capital’s net asset value rose by 29.4% over the second half of 2013, 4.6% more than the return on the FTSE Smaller Companies ex Investment Companies Index. The manager’s reports notes five stocks that made a significant contribution to SEC’s performance during the period – E2V technologies, Wilmington, 4imprint, Andor Technology (recently highlighted […]
