Lowland Investment Company - Seeking opportunities in unloved UK stocks
Lowland Investment Company (LWI) invests for income and capital growth in a diversified portfolio of mainly UK stocks of all sizes, from high-risk early-stage intellectual property plays to household-name FTSE 100 banks. With the overriding theme being that managers James Henderson and Laura Foll believe their current share price does not reflect the value of the business. The managers have been finding opportunities in stocks that are largely exposed to the domestic market, an area that has been very out of favour with investors, who are preoccupied with low wage growth, higher inflation and the potential impact of Brexit negotiations. This has arguably led to a degree of recent underperformance and discount widening, but LWI’s impressive track record of c 12.5% annualised share price and NAV total returns over Henderson’s 28-year tenure remains intact.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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