UPDATE: This trust was merged into BlackRock Smaller Companies (BRSC) in early 2026.
BlackRock Throgmorton (ticker: THRG) is one of two trusts run by BlackRock that sit in the UK Smaller Companies sector. It has been managed by Dan Whitestone since early 2018 and before that was run by highly regarded Mike Prentis for nearly a decade. Although it shares many holdings with BlackRock Smaller Companies, it invests a little further up the market-cap scale and takes a different approach to gearing by investing up to 30% of its net assets in a portfolio of contracts for difference (CFDs) using a mi...
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Jonathan Davis This week's profile features Fidelity Special Values, managed by Alex Wright, a UK equity trust with a long track record, dating back to the days of Anthony Bolton. My Q and A is with Russell Napier, a historian and market strategist who made his name in Asia before returning to Edinburgh, where he is chairman of the MidWynd investment trust and Keeper of the splendidly named Library of Mistakes, a charitable project designed as a centre for the study of financial history, from which we can all learn, not least at a time like this.
Thoughts on the current market situation Th...
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The signs of excess in the equity markets are accelerating, in the shape of IPOs jumping to huge premiums immediately after listing, historically narrow discounts on investment trusts and a surge in speculative trading in stocks. Amidst widespread expectations of a surge in growth in the wake of the pandemic, a recent focus of market analysts has been the risks associated with the $1.9 trillion stimulus package that President Biden is hoping to steer through Congress. Bond yields have broken through their 50 day and 200 day moving averages in what may be a harbinger of higher inflation ahead. ...
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