Lowland Investment Company (LWI)

Funds frequently become so synonymous with the managers that run them that if he or she departs or retires, an investor exodus follows. Yet the success of a fund is rarely down to a single person; often a deep bench of analysts and researchers contribute to the running of a successful portfolio. And in the event of a manager resigning, there is generally a long handover period to the new ...

Market corrections are often seen by retail and professional investors as an opportunity to acquire quality stocks at a bargain price. Investment trusts have considerable flexibility to take advantage of these situations because they can borrow money to invest, creating a larger pool from which to earn dividends or generate capital gains. THE IMPACT OF GEARING Borrowing to invest is also ...

Investment trusts offer numerous benefits for those who take the time to understand them, but too often investors miss out on the opportunities offered by these investment gems, put off because they can seem complicated. In fact, an investment trust is incredibly similar to a fund – the major difference is it is listed on the stock market and you buy shares rather than units. The price of these ...

A leading fund manager has warned of the importance of portfolio diversification in the current economic climate. James Henderson, who co-manages Lowland Investment Company (LWI), says the UK economy is very ‘patchy’ at present and diversification is needed to get around pockets of weakness. Having multiple holdings provides a cushion should one or a handful experience difficult ...

Run by experienced fund manager James Henderson for the best part of 30 years, Lowland Investment Company (LWI) has an approach of investing across the market cap spectrum on both AIM (London’s junior market) and the Main Market. This allows it to pick from a universe of upwards of 1,000 stocks. But, as his co-manager Laura Foll explains, even with this level of choice it is becoming ...

UK investors may feel there are more questions than answers as we hurtle towards Brexit and detailed negotiations on a deal with Europe. That won’t change in the short-term regardless of the outcome of today’s General Election and the identity of the next government. That suggests, in our opinion, that buying market experience into your portfolio could be a sensible move, and few fund managers ...

‘Stocks are simple. All you do is buy shares in a great business for less than the business is intrinsically worth, with managers of the highest integrity and ability. Then you own those shares forever.’ It sounds so easy when described by Warren Buffett. Investors are sold the virtues of investing for the longer-term as if that is an easy route to riches. Markets are volatile, they ...

As the 20th birthday celebrations for AIM get into full swing, now is a perfect time to reappraise the junior market. Within the myriad of small, growing companies is a healthy number of high-quality businesses which look attractive investments. If you’re nervous about picking the wrong stock and losing a big chunk of your money in one go, a solution is to get diversified exposure and tap into ...

The top 10 best-performing investment trusts have delivered an average 12.1% compound annual return* over the past 25 years, illustrating the power of investing in the stock market. This is according to new data from the Association of Investment Trusts (AIC). This article looks at the leaders over this period, and the best performers on a 10-year basis. This list of winners can give you a good ...

Investment trusts are becoming more popular as investors digest the greater transparency on the key issue of fees levied by funds and collective investments where their money is pooled with the cash of like-minded savers. It makes perfect sense that an investment trust whose portfolio consists of holdings in other investment trusts should appeal, either to those portfolio builders who are less ...

The manager of City of London Investment Trust (CTY), Job Curtis, says there remain plenty of interesting UK equity income plays despite the market’s strong year-to-date gains. The FTSE All-Share’s trailing yield is currently at 3.2% versus City’s historic 3.9% dividend return, yet Curtis insists it is possible for the trust to maintain a superior payout margin. Historically the payout ...