Insights
LWI
Lowland Investment Company plc
Insights
Expert thinking for better investment and business decisions.
Insights Articles
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Taking a stand on takeovers
A glut of takeovers among UK businesses means that there are far fewer listed companies. Laura Foll of Lowland Investment Company argues it may be time to start opposing these offers...
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Lowland Investment Company plc: Full-Year Results 2023
Portfolio manager Laura Foll discusses Lowland Investment Company plc (LWI) full-year results, including performance over the year, highlights some interesting new additions to the portfolio, and provides her outlook for both dividends and the UK market.
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Cash burners can fire outstanding returns
While balance sheet discipline is often a welcome feature of a potential investment, occasionally it pays to consider businesses that are spending cash on themselves, as we have done for Lowland Investment Company.
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How to be a contrarian investor
James Henderson, Portfolio Manager of Lowland Investment Company and Henderson Opportunities Trust talks about his experiences as a contrarian investor and what that means in today’s market. A version of this article was published earlier by the Financial Times
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A balanced approach to investing in the UK market
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 […]
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Lowland Investment Company plc: Half-Year Results 2023
Portfolio Manager, James Henderson discusses the half-year results of the Lowland Investment Company, including the key drivers of performance, opportunities within UK small-caps, valuations and earnings, and the outlook for UK dividends over the coming months.