Expert thinking for better investment and business decisions.
Following a gloomy 2022, 2023 has brought tentative reasons for optimism on the global economy. In particular, softening inflation and hopes that the recession may not be as severe as expected. Smaller companies have often performed well during periods of improving economic sentiment. Following a challenging year, is now the time to reconsider small cap stocks?
“The UK market looks cheap under almost any measure compared to history and other international markets.”
Recently commissioned research from Edison highlights why now is the time to consider The Henderson Smaller Companies Investment Trust (HSL). This research explores the macro and micro economic factors currently affecting UK smaller-and-medium sized businesses, including elevated inflation, higher interest rates, and the ongoing war in Ukraine, and how portfolio manager Neil Hermon is navigating this challenging backdrop.
In this AGM Presentation, Neil Hermon, Portfolio Manager of the Henderson Smaller Companies Investment Trust, discusses performance over the last financial year, how he has been navigating a volatile market environment, and highlights areas where he has been finding growth opportunities.
In this article, Neil Hermon, Portfolio Manager of the Henderson Smaller Companies Investment Trust, looks at why the case for UK smaller companies remains compelling despite the volatile market environment.
Neil Hermon, Portfolio Manager of The Henderson Smaller Companies Trust, delivers an update on the Company, highlighting factors currently impacting UK smaller companies, the key drivers of performance, and recent portfolio activity.
Neil Hermon, Portfolio Manager of The Henderson Smaller Companies Investment Trust talks about the performance of UK small caps year-to-date, areas where he is finding opportunities, risks to the UK market, and his approach to ESG.
Neil Hermon, Portfolio Manager of The Henderson Smaller Companies Investment Trust, provides an update on the Trust highlighting the key drivers of performance over the quarter, areas where he finding opportunities, and provides his outlook for UK stocks in the coming months.
Recently commissioned research from Edison explores why the Henderson Smaller Companies Investment Trust is a compelling option for UK small and mid-caps.
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.
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.
