Evelyn Partners ups UK exposure with Fidelity Special Situations fund
‘Historic cheapness’ of UK small and mid-caps presents an attractive entry point
Smaller Companies
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Edinburgh Worldwide to undergo restructure following poor performance
Baillie Gifford is to change the £630m trust’s investment policy after its share price halved in three years
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Redwheel CEO on the launch of new emerging market impact strategy
Tord Stallvik tells Portfolio Adviser about the firm’s new acquisition
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Octopus: UK small caps will overtake the FTSE 100 as the biggest dividend payers by 2025
The 4.33% dividend yield from smaller companies will surpass the 3.97% expected from the FTSE 100 next year
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QuotedData: ‘Get Throgmorton while the price is still good’
Its historically wide discount presents a prime buying opportunity, according to analyst David Johnson
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BlackRock launches global small-cap fund
It will be managed by Dan Whitestone and Matthew Betts, who have so far specialised in UK smaller companies
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Brooks Macdonald: US small and mid-sized caps are due a comeback
With countries becoming more domestically-oriented and rate cuts on the horizon, Henrietta Walker says US small and mid-caps are back in vogue
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Lazard launches US small cap fund
It is an ‘exceptionally fertile’ time to invest in mispriced smaller companies
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Generation Next with Gresham House’s Herlihy: ‘People are paramount’
Gresham House associate director, public equity, on bringing a ‘human-centric’ lens to finance and an initiative to develop the female fund managers of the future
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Abrdn set to fold Smaller Companies Income trust into Shires Income
The trust’s board received proposals from more than a dozen candidates
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Jupiter shutters dwindling European small-cap fund
Firm also changes management on global bond strategy
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Abrdn’s Abbie Glennie: Trust in the process
A ‘clear process’ helped the fund manager navigate the tough market conditions of 2022