Lowland Investment Company - Positioned to benefit from UK recovery
Lowland Investment Company (LWI) is riding high among its UK Equity Income peers over 12 months as a market rotation towards more cyclical and domestic UK names looks to vindicate its valuation-aware, multi-cap approach. With the Brexit withdrawal agreement now signed, managers James Henderson and Laura Foll say an increase in takeover activity shows private equity and trade buyers see the value in UK companies, and argue that international investors should also return to a market that has got used to being seen as ‘unloved and underperforming’. After almost a decade of adding to its revenue reserve each year, LWI was able to draw on this to increase its FY20 dividend, with sufficient firepower to do so again in FY21 even if UK corporate dividends take longer than anticipated to recover.Lowland Investment Company is an investment trust company. Co. is engaged in investing in a combination of large, medium and smaller companies listed in the U.K. Co. invests in various sectors, which include oil and gas, basic materials, industrials, consumer goods, health care, consumer services, telecommunications, utilities, financials, and technology (such as Software and Computer Services). Co.'s portfolio is managed by Co.'s portfolio is managed by Henderson Investment Funds Limited. As of Sept 30 2017, Co.'s total investments portfolio was valued at £467,488,000.
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