Jonathan Davis
This is the third of a new monthly feature for subscribers which highlights potential discount opportunities in the investment trust sector. The ideas draw on research from Kepler Intelligence, the investment trust research company. My view is that UK smaller companies trusts are certainly worth a look with their ratings at current levels, with Henderson Smaller Companies, Odyssean and Aberdeen UK Smaller Companies among my personal favourites. Note that style and gearing levels are an important differentiator in this sector and any progress depends on more favourable macro con...
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