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23 Jul 2020

Live Webinar: Valuation Opportunities in smaller companies and Diversified Income

Date: Thursday 23rd Jul 2020

Time: 10:00am – 11:00am

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Presenter(s): Fraser Mackersie and Simon Moon

Add to Calendar   23/07/2020 10:00am 23/07/2020 11:00am Europe/London Live Webinar: Valuation Opportunities in smaller companies and Diversified Income
Join us on 23rd July, when Simon Moon and Fraser Mackersie Co-Fund Managers of the Unicorn UK Income Fund & Unicorn UK Ethical Income Fund will discuss live the ‘Why they have always focused outside the FTSE 100 for income, how they feel in a strong position in the light of the Covid-19 income landscape and why they see an opportunity in the valuation of smaller companies ‘ before opening up for questions in an open forum.
The discussion will focus on:
Diversifying Dividends Income away from the FTSE 100 –

 

  • In 2019 85% of all UK dividends came from FTSE 100 companies, with 50% coming from just 10 stocks
  • Equity income managers have seen sweeping dividend cuts across the market cap range as a result of Covid-19 – with a mixture of temporary cuts and more permanent dividend rebasing
  • The Unicorn UK Income and UK Ethical Income Funds are differentiated portfolios with less than 10% invested in FTSE 100 companies
  • Simon & Fraser will outline why they are increasingly confident on the outlook for their Funds and the opportunities for investors in today’s market

 

The Current Opportunity in UK Mid and Small Caps –
  • Smaller UK companies are currently trading at over a 30% discount to the FTSE 100, a disconnect not seen since the financial crisis of 08′.
  • This presents a huge opportunity for active managers such as Unicorn, which specialise in this area
  • Simon and Fraser will discuss why smaller companies’ long term outperformance is too big to ignore and the different characteristics smaller companies exhibit vs. large caps​

All data Unicorn Asset Management 30/06/2020

Live Q&A – Click here to submit a question prior to the call.

For further information please send us an email or call us on 020 7071 3940.

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Disclaimer

In order to view the information on the LGBR Capital LLP website (www.lgbrcapital.com) (the “Website”), you must accept the terms and conditions set out below (these “Terms”) and our separate Terms of Use. These Terms create a binding legal agreement between us. For your own protection and benefit, please read these Terms carefully before starting to use this section of the Website. During each visit to this section of the Website, you are responsible for being familiar with, and are bound by, the then current version of these Terms. If you do not agree to these Terms, please refrain from using the Website. By clicking “Accept” below and accessing the information and material available on the Website, you accept these Terms.

IMPORTANT NOTICE: For legal reasons the contents of the Website cannot be made available to US residents. These materials and any products described herein are not being offered or targeted to US persons or to US residents and access by them is prohibited.

This section is only for UK regulated financial advisers, wealth managers and others regulated by the Financial Conduct Authority.
This section is not intended for, and must not be accessed by, investors who would be classified as retail clients under MiFID. If you are in any doubt as to whether you would be deemed to be a ‘professional client’ or ‘eligible counterparty’, please seek professional advice and refrain from accessing this section until such advice has been obtained.

By clicking ‘I accept’ you confirm that you are an FCA authorised financial intermediary, you also confirm that:
(i) you are eligible to access this section of the website and that you are acting on the behalf of your client as their authorised adviser or are seeking information as a representative of an institution;
(ii) you understand that the information contained in this section of the website is provided solely for the use by the advisers of organisations or representatives of such organisations, and not for members of the general public;

I confirm that:

  • I have read and accept the Terms and Conditions of using this Website, detailed above;
  • I am a professional client or eligible counterparty for the purposes of the Conduct of Business Sourcebook of the FCA;
  • I will not make an investment in an Investment Product, or advise another to do so, if the promotion of the Investment Product to the type of investor I represent is prohibited;
  • I recognise that the information provided on this Website is for information purposes only and is not a solicitation of an investment;
  • I will study the Prospectus, KIID or Offering Memorandum of an Investment Product, including the risk factors before making an investment