Structural growth stories form the bedrock of Mercantile, the mid- and small-cap investment trust. Changes made to the portfolio since the onset of the coronavirus pandemic also make it well placed...
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Jennifer Hill
Articles from this author
Mercantile cherry-picks high growth IPOs
High growth businesses are taking the UK stock market by storm in a flurry of initial public offerings (IPOs) that promise to rejuvenate its staid image. They are providing rich pickings for mid and small-cap investment trust Mercantile. Having participated in just...
Value and growth winners from the recovery
Which UK sectors and companies are poised to do well amid economic recovery? Citywire asked several wealth managers and advisers to name their top value and growth destinations. Five years after the Brexit vote in June 2016, the UK finally seems to be emerging from...
Claverhouse positioned for a ‘good year for specials’
A stronger-than-expected rebound in economic growth could herald a strong year for special dividends and share buybacks – something that JPMorgan Claverhouse Investment Trust is well positioned for. Callum...
Barbell approach to income pays dividends for Claverhouse
A barbell approach to income investing helped to defend JPMorgan Claverhouse from the pounding dividend stocks received last year and has allowed it to participate in the rotation to value this year. ...
The power of engagement
JP Morgan Asset Management’s investment stewardship specialists undertook 500 engagement discussions with 402 portfolio companies globally last year. Engagement with 96 of these companies focused on at least two ESG factors. The team...
Good influence
As environmental, social and governance (ESG) factors become more ingrained in the investment landscape, managers with deep in-house resources like JP Morgan stand to make a big difference to...
J. P. Morgan managers capitalise on smaller company activity
A pick-up in share placings, IPO activity and beaten-up companies moving down the market capitalisation scale has the managers of JPMorgan UK Smaller Companies spoilt for choice. Georgina Brittain and Katen Patel have invested selectively with a focus on capturing the...
Domestic smaller companies poised to lead UK recovery
A host of UK smaller companies have reported results ahead of analysts’ expectations in what JPMorgan fund manager Katen Patel deems to be the start of a strong re-rating for domestic earners. ‘The Covid-19 crisis hit UK company earnings hard last year – mid and small...
‘It’s coming home’ for UK equities: Claverhouse buys cyclicals
JPMorgan Claverhouse has been repositioned twice in the past year – at the height of the coronavirus crisis towards resilient companies and six months later towards more cyclical businesses. ‘It’s been a year like no other,’ said Will Meadon, who runs the UK equity...