Laura Foll, Co-Fund Manager for Lowland Investment Company, delivers an outlook on the state of UK dividends in consideration of COVID-19.
Janus HendersonLowland Investment Company plc
About This Trust
- Targets income and capital growth through a long list of holdings typically around 120 stocks
- Bottom-up approach to stock selection that prioritises value and growth potential
- Typically holds more than 50% in small- and medium-sized companies
Director of UK Investment Trusts | Portfolio Manager
Industry since 1982. Joined Firm in 1984.
Laura Foll, CFA
Industry since 2009. Joined Firm in 2009.
Which sector is Lowland eyeing after the UK election?
Laura Foll, fund manager for Lowland Investment Company, discusses the Trust’s latest performance and explains why she is hopeful sentiment towards UK companies will improve following the UK general election. Laura also discusses the latest portfolio activity and explains why the team have chosen to increase its position in UK smaller companies.
Taking the multi-cap approach with Laura Foll of Lowland Investment Company
James Faulkner is joined by Laura Foll, co-manager of the Lowland Investment Company. Laura explains how she’s finding value across the market cap spectrum in the UK, with a more detailed look at some of the portfolio constituents.
Gearing: A measure of a company’s leverage that shows how far its operations are funded by lenders versus shareholders. It is a measure of the debt level of a company. Within investment trusts it refers to how much money the trust borrows for investment purposes.
Thought Leadership articles
Laura Foll, UK equities portfolio manager, provides an update on the market amid the coronavirus outbreak and oil supply price war, as well as what may be instore for UK income investors.
James Henderson challenges the consensus that the UK is destined to lag behind the US, owing to the absence of large-cap tech companies.