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Rethinking the role of small cap stocks

Rethinking the role of small cap stocks

Smaller companies are often viewed as an important tool for boosting capital growth when building a retirement pot but are frequently overlooked in the decumulation phase as a reliable income producing asset. Here, we find out why the team at Henderson Smaller Companies Investment Trust think smaller companies should be part of any drawdown portfolio.

UK small cap stocks weathering the storm

UK small cap stocks weathering the storm

Neil Hermon, Portfolio Manager of The Henderson Smaller Companies Trust, provides an update on the Trust, covering performance year-to-date, how small-cap growth stocks are faring in this environment, and areas where he is finding opportunities.

Exploring big opportunities in small-cap stocks

Exploring big opportunities in small-cap stocks

Though markets have been on tear over the last decade, there’s certainly been plenty of volatility for investors to endure: the European debt crisis, Brexit, US/China trade war, and the coronavirus pandemic. Underneath the surface, the debate over small cap versus large cap stocks has raged on. This paper will explore the pros and cons of investing in small-to-mid-cap stocks and how The Henderson Smaller Companies Investment Trust’s approach has enabled it to generate exceptional long-term returns within the small cap space.

Why consistency matters

Why consistency matters

Despite an eventful decade that has proved unsettling for markets, The Henderson Smaller Companies Investment Trust has consistently outperformed its benchmark by looking through the noise and sticking to its tried and tested investment process. In this article, Neil Hermon, Portfolio Manager of the Henderson Smaller Companies Investment Trust, explores moments that have defined the decade in Europe and reveals the ‘secret sauce’ to the Trust’s long-term outperformance.

A disciplined approach to long-term investing

A disciplined approach to long-term investing

In this video, Neil Hermon, Portfolio Manager of the Henderson Smaller Companies Investment Trust, provides an update on the Trust highlighting the key drivers behind the consistent level of outperformance, areas where he is finding opportunities, and the factors currently driving market uncertainty.

The Henderson Smaller Companies Investment Trust –  Fund Manager 2021 AGM presentation

The Henderson Smaller Companies Investment Trust – Fund Manager 2021 AGM presentation

Neil Hermon, Portfolio Manager of the Henderson Smaller Companies Investment Trust, deliver his AGM shareholder presentation. This presentation covers the Trust’s performance over the last financial year, portfolio activity over the period, and Neil’s outlook for UK smaller companies.

Domestic Trust, Regional Earnings.

Domestic Trust, Regional Earnings.

When investing in a country-specific Trust, it’s tempting to assume that the returns delivered by the underlying portfolio will only come from that domestic market. More often than not, that isn’t the case. In this video, we explain how overseas revenues can provide further diversification to a portfolio.

Consistency of approach the key to strong performance

Consistency of approach the key to strong performance

Neil Hermon, Fund Manager of the Henderson Smaller Companies Investment Trust, discusses the Trust’s recent performance, highlighting the key drivers of performance, his growth at a reasonable price investment approach (GARP), challenges in the UK market, and the Trust’s approach to ESG.

Fund manager interview with interactive investor

Fund manager interview with interactive investor

In an interview with interactive investor, The Henderson Smaller Companies Investment Trust fund manager, Neil Hermon, talks in more detail about the Trust, the investment process, recent portfolio activity and ESG.

Brexit and UK Smaller Companies

Brexit and UK Smaller Companies

Neil Hermon, Fund Manager for Henderson Smaller Companies Investment Trust, discusses the Trusts recent performance; specifically, how the Trust has outperformed its benchmark in a very challenging year. Neil also discusses latest changes in the portfolio.

Investing with an embedded approach to ESG

Investing with an embedded approach to ESG

Neil Hermon, Fund Manager of the Henderson Smaller Companies Investment Trust, explains how his approach to ESG investing is (and has always been) embedded in his investment process.

The Henderson Smaller Companies Investment Trust Fund Manager presentation

The Henderson Smaller Companies Investment Trust Fund Manager presentation

Watch Neil Hermon, Fund Manager for Henderson Smaller Companies Investment Trust, present on how the Trust has performed over the last financial year and his outlook for the coming months.