UPDATE: James Henderson is due to retire in June 2027, when co-manager Laura Foll is expected to take sole charge of the portfolio. Lowland produced an NAV total return of +16% in the year to September 2023, +16% in 2024, +21% in 2025, and looks set to return around +20-25% in the year to September 2026. It has been one of the best-performing UK Equity Income trusts over the past one, three, and five years, although its discount has remained roughly 10% throughout.
Lowland Investment Company (ticker: LWI) was launched in 1963 with the dual mandate of providing income and capital growth by in...
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For premium subscribers we do regular interviews with fund managers and analysts about current market conditions and funds and markets (occasionally shares) that we invest in. The latest one is with Laura Foll, co-manager with James Henderson of two listed investment trusts, Lowland and Henderson Opportunities Trust. They are also jointly responsible for the equity portfolio of the distinctive mixed asset trust Law Debenture. Laura has worked for Janus Henderson, the management company of all three trusts, for the past 12 years.
Lowland (ticker LWI) sits in the UK Equity Income sector while...
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