small companies

This investment trust is a class act

After a few fallow years, characterised by low or no returns, one of my longest-held and biggest investment trusts is bouncing back strongly. Shares in this smaller companies specialist have surged by a remarkable 58% in the last three months, but it has attracted relatively little attention, perhaps because it is invested on the other side of the world.

JP Morgan’s Georgina Brittain: Brexit risk will lead to volatility and bargains

Georgina Brittain describes herself as first and foremost a “bottom-up stockpicker”. She is the manager of various funds, including JPMorgan UK Smaller Companies fund and the JPMorgan Mid Cap and Smaller Companies investment trusts. A barrister by training, her career with the firm began almost exactly 25 years ago when she joined Flemings, which through a series of mergers and acquisitions eventually became JP Morgan Chase.

25 years of Aim: how the junior market has become less risky

It was the month in which John Major resigned as Conservative Party leader to face down the eurosceptic “bastards” destabilising his government. In the City of London, meanwhile, the London Stock Exchange (LSE) was preparing to launch what it now describes as “the most successful growth market in the world”. The Alternative Investment Market (Aim) opened its doors on 19 June 1995.

Anna Sofat interview: where is the vibrancy in the economy? Small firms

Anna Sofat co-founded independent financial adviser Addidi in London with her husband in 2008, with the aim of helping women grow their wealth and build their businesses. In 2019, Anna was named Financial Adviser of the Year at the Women in Financial Advice Awards. In December, Addidi joined Progeny, a national advice firm. This month, Anna won the Professional Adviser Personality of the Year award.

Why small is beautiful for investors

There are various ways whereby self-directed investors can tilt the odds of stockmarket success in their favour. Three sensible rules as a starting point are to invest for the long term, drip-feed money into the market to benefit from pound-cost averaging, and keep a close eye on charges for both the funds held and the broker fee that is also levied.