CFP SDL Free Spirit (BYYQC27) 160.7pAssets: £66.9 millionInvestors seeking to position portfolios for a re-rating of UK small and mid cap companies and a return to favour for the quality growth style should buy the CFP SDL Free Spirit (BYYQC27) fund. Admittedly, the sister vehicle to Sanford DeLand?s bigger CFP SDL Buffettology (BF0LDZ3) fund lags the IA UK All Companies sector over one and three

Against a backdrop of rising high-end mixer market competition, a cost-of-living crisis and inflationary pressures, Fevertree Drinks? (FEVR:AIM) shares have fallen almost 50% over five years. So the premium carbonated mixers supplier needs to stir up renewed confidence in its global growth and margin expansion prospects when it delivers annual results on 26 March. News of a strong start to 2024 wo

SMITHSON INVESTMENT TRUST (SSON) £13.93Market cap: £2.22 billion. After a steep decline during most of 2023, investment trust Smithson?s (SSON) shares are enjoying a healthy rebound which should have further to run as sentiment towards quality global small- and mid-cap companies improves, with potential interest rate cuts providing a tailwind.The trust?s wide 11.5% discount to NAV (net asset val

An investment portfolio can involve a collection of stocks, bonds, cash, funds and/or investment trusts. Creating and managing a portfolio involves more than just picking good investments as this article explains.There isn't a perfect portfolio which will suit everyone, so it is important to construct one which suits your financial goals and risk tolerance.That means setting a suitable investment

Fevertree director snaps up nearly £130,000 sharesUnited Utilities boss Louise Beardmore sells upSafestore director buys just under £100,000 sharesKevin Havelock, non-executive director of posh tonics maker Fevertree (FEVR:AIM) has taken advantage of the recent dip in the share price to buy 10,243 at £12.69 for the total value of £129,984 on 14 September.Earlier on in the week Fevertree report

The events of the past three years have completely altered the investment backcloth against which fund managers are trying to earn above-average returns.Fund managers can have an investment framework to operate within, but what do they do when a 'black swan' lands? How do they adapt their strategies and reshuffle portfolios when a once-in-a-century event happens - like a global pandemic or an outb

Shares down 10% over past year, up 34% in 2023Tough year ahead due to cost pressuresGrowth of 13%-18% expected for 2024Shares in posh tonics maker Fevertree Drinks (FEVR:AIM) fell over 2% in morning trading to £13.96 as investors become nervous of the company's ongoing inflation-busting cost pressures.Fevertree's share price fall comes as no surprise for investors, over the past year its shares h

Shares have been very volatilePrice increases and encouraging 2023 tradingPotential for analyst upgradesPosh tonics maker Fevertree Drinks (FEVR:AIM ) is due to provide a trading update next week to accompany its annual general meeting on 25 May.The company has given investors a wild ride over the last year, with the shares falling around 45% from May 2022 to September's low of 821p, before stagin

-FY22 ahead of expectations and reiterated guidance-Cost pressure remain a drag-Progress in US penetrationInvestors in up-market mixer brand Fevertree Drinks (FEVR: AIM) breathed a sigh of relief as the company reiterated its guidance for the year.The shares were up over 7% to £11.55 in morning trading as Fevertree said it expected full-year revenue of between £390 million to £405 million and e

FevertreeCan the posh mixers maker regain some fizz when it posts 2022 results?After enjoying years of fizzing earnings upgrades and share price gains off the back of its 2014 stock market listing, posh mixers maker Fevertree (FEVR:AIM) has gone flat in recent times.In January the company downgraded 2023 guidance thanks to rising costs - this negative news coming off the back of three profit warni

Fundsmith Equity (B4Q5X52), Terry Smith's flagship fund with over £22 billion of assets, is looking at its first annual loss since it was launched in November 2010.For the 11 months to the end of November 2022, the total return for the T Class Accumulation shares was -15.1% compared with a 2.8% loss for global equities (as measured by the MSCI World index in sterling), a 12.9% loss for long-dated

- Net asset value (NAV) slides 5.8%- Second consecutive year of underperforming the benchmark- Train shows confidence by buying sharesNick Train-managed Finsbury Growth & Income Trust (FGT) suffered a disappointing 5.8% slide in its net asset value total return for the year ended 30 September 2022.This represented a second consecutive year of underperformance against the benchmark FTSE All-Share I

The interim trading statement from specialist small and mid-cap investment trust Smithson (SSON) doesn't make for very happy reading from an investor's viewpoint.Not only did the company's NAV (net asset value) drop 31.7%, lagging its global small- and mid-cap benchmark by a whopping 18 percentage points, but the stock slumped to an 11.5% discount to NAV taking the total share price return to -41.

- Net asset value tumbles 31.7% in first six months- Shares move from premium to discount to NAV- Trust buys back shares to control discountThe interim trading statement from specialist small and mid cap investment trust Smithson (SSON) makes for pretty glum reading from an investor's viewpoint.Not only did the company's NAV (net asset value) drop 31.7%, lagging its global small and mid cap benchm

Inflation is running at 40-year highs with June consumer prices increasing by more than 9% year-on-year on both sides of the Atlantic.Unsurprisingly it continues to grab headlines and keeps investors' attention firmly fixed on central bank interest rate rises designed to cool the economy.Supply shortages created by the reopening of the world economy have been exacerbated by the war in Ukraine and

The combination of supply chain problems and rising costs has prompted analysts to nearly halve their earnings per share forecasts for Fevertree Drinks (FEVR:AIM) for each of the next three years.The manufacturer of premium mixers warned on 15 July that several factors, including the soaring cost of glass for its bottles, higher transport fees and a shortage of workers, would lead to profit around

This is final article in a three-part series looking at how to find and analyse growth stocks. We look at the valuation and competitive strengths and weaknesses of our chosen UK-listed company.This is the concluding part of the series on how to find and analyse growth stocks. It is focused on identifying competitive strengths and weaknesses as well as valuation.As a reminder, in part one we looked

This is part TWO of three articles looking at how to find and analyse growth stocks. In this second article we take a closer look at an individual UK-listed company and how to identify and define its growth. In part three we will turn to valuation.This is the second part of our series on how to find and analyse growth stocks.As a reminder, we are attempting to find companies which can grow their e

Some of the UK's best-known businesses are being targeted by hedge funds this year as investors' nerves are shredded by inflation risks, rising interest rates and Russia's war in Ukraine.British retailers such as ASOS (ASC), B&Q-owner Kingfisher (KGF) and Currys (CURY) have seen short sellers make big bets that they will struggle as the cost-of-living crisis spirals, potentially leading to large s

With markets being buffeted by concerns over rising inflation and slowing growth - the dreaded 'stagflation' - and nothing but negative headlines it's easy to be despondent about the outlook for UK businesses.Yet, having scanned all the company announcements of the last couple of weeks, it's clear there are still dozens of firms which are optimistic about trading and/or are raising their forecasts