Expert thinking for better investment and business decisions.
The last few years have been challenging for many UK companies, which have faced a global pandemic followed by an inflation shock. But despite these difficulties, many UK companies have proved resilient or even thrived, and have continued to offer solid income to investors. With the pandemic now fading into history and the economy adjusting
In the Lowland Investment Company plc AGM presentation, Portfolio Manager James Henderson and Assistant Client Portfolio Manager Olivia Vernall, discuss performance over the last financial year, how they have been navigating a tricky market environment, and highlight some of the key themes playing out in the portfolio.
James Henderson, Portfolio Manager of Henderson Opportunities Trust and Lowland Investment Company discusses the great stories to be found in reports and accounts.
Recently commissioned research from Edison highlights why now might be the time to consider Lowland Investment Company (LWI).
Arguments for a modest rather than severe UK recession and why UK smaller companies are currently looking attractive.
“Companies with excellent management tend to come through slowdowns stronger - by keeping their costs under control and then reaping the benefits when demand picks up - whilst the weaker players disappear.”
James Henderson, Portfolio Manager of Henderson Opportunities Trust and Lowland Investment Company discusses how he looks for opportunities in UK listed equity markets.
Laura Foll and James Henderson, Portfolio Managers of Lowland Investment Company, deliver an update on the Company, highlighting factors currently impacting the UK market, the key drivers of performance, and recent portfolio activity.
Laura Foll and James Henderson, Portfolio Managers of Lowland Investment Company, deliver an update on the Company, highlighting factors currently impacting the UK market, the key drivers of performance, and recent portfolio activity.
In this article, Laura Foll, Portfolio Manager of Henderson Opportunities Trust and Lowland Investment Company discusses the current landscape for cyclical companies.
Laura Foll and James Henderson, Portfolio Managers of Lowland Investment Company, deliver an update on the Trust highlighting factors currently impacting the UK market, the key drivers of performance, and outline recent portfolio activity.
