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Roger Leboff
  • Roger Leboff

Yield attractions with small caps out of favour

ATY should be of interest to investors tracking the relative undervaluation of UK small caps vs their international equivalents, and indeed the segment’s underperformance generally. Over the longer term a small cap weighting would be regarded as a core component of a diversified portfolio. It has, however, materially lagged mid and large caps in recent years. Those who see this differential as cyclical and temporary, rather than structural, will see potential for resumption of long-term outper...

Roger Leboff
  • Roger Leboff

Small cap experts with 21 years of dividend growth

Athelney Trust (ATY) is a Main Market listed investment trust with a portfolio which is focused on small (£50-230m market cap) UK companies. All investments are liquid, either fully LSE listed or via a trading facility on AIM or AQSE. Although the strategy is total return, the portfolio is deliberately weighted towards assets with strong income generation characteristics. This supports ATY’s commitment to progressive distributions, reflected in its membership of the AIC’s ‘Dividend Heroes’, a ...

Ford Equity International Rating and Forecast Report

Ford Equity International Research Reports cover 60 countries with over 30,000 stocks traded on international exchanges. A proprietary quantitative system compares each company to its peers on proven measures of business value, growth characteristics, and investor behavior. Ford's three recommendation ratings buy, hold and sell, represent each stock’s return potential relative to its own country market.. The rating reports which are generated each week, include the fundamental details behind...

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