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Lowland Investment Co: 1 director
A director at Lowland Investment Co bought 40,000 shares at 115p and the significance rating of the trade was 70/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clea...
- Pedro Fonseca
Lowland Investment Company - Backing industrial stocks amid higher inf...
Lowland Investment Company (LWI) co-manager James Henderson argues that the current environment of higher inflation and interest rate expectations and supply squeezes should favour industrial stocks that have pricing power and direct access to their end-markets. The trust currently has an industrials weighting roughly twice that of the UK large-cap index, underlining its credentials as an all-cap investor with a bias to value over all-out growth. Henderson and co-manager Laura Foll have turned i...
- Pedro Fonseca
Lowland Investment Company - Backing industrial stocks amid higher inf...
Lowland Investment Company (LWI) co-manager James Henderson argues that the current environment of higher inflation and interest rate expectations and supply squeezes should favour industrial stocks that have pricing power and direct access to their end-markets. The trust currently has an industrials weighting roughly twice that of the UK large-cap index, underlining its credentials as an all-cap investor with a bias to value over all-out growth. Henderson and co-manager Laura Foll have turned i...
- Pedro Fonseca
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 u...
- Pedro Fonseca
Lowland Investment Company - Looking ahead with quiet optimism
Lowland Investment Company (LWI) invests across the UK market capitalisation spectrum, seeking a combination of capital and income growth. Although its smaller-cap bias and value-orientated investment approach mean it has underperformed in recent years, managers James Henderson and Laura Foll at Janus Henderson Investors remain confident in the ability of well financed, well managed companies in areas such as engineering and insurance to recover and grow in the medium term. In the meantime, the ...
- Sarah Godfrey
Lowland Investment Company - Value-orientated portfolio with 4.5% div...
Lowland Investment Company (LWI) has suffered a period of poor performance recently, with both its share price and NAV close to 12-month lows, as its value investment style has remained out of favour in a market where investors have preferred highly rated growth companies. Managers James Henderson and Laura Foll continue to see opportunities in both large and smaller UK companies that are growing their dividends, and LWI’s own dividend yield has reached a cyclical high of c 4.5%, a level that...
- Sarah Godfrey
Lowland Investment Company - Finding value in out-of-favour UK stocks
Lowland Investment Company (LWI) invests mainly in UK companies that the managers, James Henderson and Laura Foll at Janus Henderson Investors, believe are undervalued in relation to their long-term growth prospects. The recent stock market volatility has seen P/E valuations fall across the board, and the current portfolio forward P/E multiple of c 11.5x represents a c 6% discount to the benchmark FTSE All-Share index. While LWI remains biased to the smaller end of the market cap spectrum (c 60%...
- Sarah Godfrey
Lowland Investment Company - Seeking opportunities in unloved UK stoc...
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 bee...
- Sarah Godfrey
- Long-term recovery focus drives outperformance
Lowland Investment Company (LWI) invests across the UK stock market with the aim of providing attractive capital and income returns for its investors. Managed by James Henderson and Laura Foll at Janus Henderson Investors, LWI’s portfolio is diversified over more than 100 stocks, allowing the managers to back undervalued and recovery situations over the long term by starting with small positions to limit downside risk. An example of such a stock is insurance company Hiscox, bought in the afterma...
- Sarah Godfrey
Multi-cap growth and income with focus on value
Lowland Investment Company (LWI) is a UK equity income investment trust with a focus on growing capital and income. It has been managed since 1990 by James Henderson at Henderson Global Investors; during 2016 Laura Foll, who has assisted Henderson since 2013, was named joint manager. LWI invests in 100+ mainly UK companies across the market cap spectrum, generally with about one-third of its portfolio respectively in large, mid-cap and smaller stocks. It has recently increased its gearing with 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...
Initiation: Seeking growth and growing income
Lowland Investment Company (LWI) invests across the UK equity market (with a small proportion in overseas stocks) to achieve above-average total returns. While it is a member of the UK Equity Income sector, its managers have a greater focus on capital growth, which drives dividend growth, in order to secure a rising income for the trust over time. In the past five years it has produced compound annual dividend growth of 7.9% and currently yields 3.7%. Long-term performance has been comfortably a...
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