BlackRock American Income (BRAI) | An information advantage for the information age
The US equity market has proved notoriously difficult for active fund managers to outperform, a phenomenon often attributed to the ‘efficiency' of the market – in essence, the idea that it is hard to gain an edge when all investors in theory have access to the same information. BRAI's new strategy offers an interesting twist to this argument: in an age awash with information, it makes use of machine learning and computing power to analyse every relevant earnings call, analyst report, news item, economic release and social media post, building these into a huge database that allows its investment team to look for both short- and longer-term signals that may affect the outlook companies in its universe. While the approach has only been applied to BRAI for the past six months, the Systematic Active Equity team's track record of performance on other Russell 1000 Value Index- focused mandates suggests the aim of sustained incremental outperformance is achievable. While the cash dividend mayBlackRock North American Income Trust is an investment trust and its key activity is portfolio investment. Co. invests in a diversified portfolio of mainly large-cap U.S. quoted equities. Co. may also hold other securities from time-to-time including, inter alia, convertible securities, fixed interest securities, preference shares, non-convertible preferred stock and depositary receipts. Co. may also invest in listed large-cap equities quoted on exchanges outside the U.S., and in securities denominated in U.S. dollars and non-U.S. dollar currencies. Co.'s investment manager is BlackRock Investment Management (UK) Limited. As of Oct 31 2017, Co.'s investment portfolio totaled £113.7 million.
Capital Access Group advises companies on effective engagement with investors. Our experienced team offers market-leading access with hard-to-reach investors, including smaller institutions, pension funds and private client fund managers. These under-serviced investors are located not only in London but across the regions of the UK and Europe. We have an unrivalled knowledge of this extensive audience, to whom our published research is distributed, as well as to larger institutions. We offer this service as part of an integrated investor communications strategy to promote a company’s investment story.
Our clients, ranging from AIM to FTSE 100 companies, benefit from our professional, long-term relationships with investors. Not only do we identify and target investors, we contact them directly and relay their views back to clients with analysis, interpretation and advice. This ensures that our clients are in control of their investor engagement. The objective is to improve the reach and engagement with investors, which in turn strengthens the share price.
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