Report
James Carthew

Separating the wheat from the chaff

COVID-19-related falls in markets have weighed on BlackRock Throgmorton Trust (THRG), although it has held up well relative to both its peer group and its benchmark. Its manager sees this as a defining moment for investors – one that could set the stage for many years to come. Identifying industry change, investing in tomorrow’s winners and shorting unsustainable business models are core parts of THRG manager Dan Whitestone’s investment process. He believes that the economic disruption associated with measures to control the virus will accelerate the pace of change in many industries. Good stock selection will be paramount to future returns.

Underlying
Blackrock Throgmorton Trust

BlackRock Throgmorton Trust carries on business as an investment trust and its principal activity is portfolio investment. The management of the investment portfolio and the administration of Co. is contractually delegated to BlackRock Fund Managers Limited (BFM), as Co.'s alternative investment fund manager, and BFM (with the permission of Co.) has delegated certain investment management and other ancillary services to BlackRock Investment Management (UK) Limited.

Provider
QuotedData Retail
QuotedData Retail

​QuotedData you with provides access to research on Investment Companies, Investment Trusts and Mining companies. Our aim is to provide you all the information you might need to make your own investment decisions. We cannot offer you advice on your investments. 

Analysts
James Carthew

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