Bag a bargain in the investment-trust sector

Professional investor Charlotte Cuthbertson picks three stocks that exploit mispricings in the investment trust world.

A professional investor tells us where she'd put her money. This week: Charlotte Cuthbertson, assistant fund manager, Miton Global Opportunities.

Miton Global Opportunities seeks to exploit mispricings in the investment trust world. We look for good assets trading at a discount where we have identified a catalyst for the value to be realised. Over recent months we have seen value building as progress is being made at the net asset value (NAV) level but share prices have failed to keep up.

Digging for treasure

Baker Steel Resources Trust (LSE: BSRT)

Big opportunities in micro-caps

But many investors will now be tempted to buy. After a period of poor performance many micro-cap trusts have drifted out to wide discounts and the stocks in their portfolio are trading at low multiples, creating a double discount. We have been buying River and Mercantile UK Micro Cap Trust (LSE: RMMC).

The Midlands are on the move

Real Estate Investors (Aim: RLE),

Recommended

Three safe bets on the growing online gambling sector
Share tips

Three safe bets on the growing online gambling sector

Professional investor Aaron Fischer, creator of the Fischer Sports Betting and iGaming ETF, picks three of his favourite online gambling stocks.
29 Nov 2021
Two outstandingly cheap UK stocks in an age of mad valuations
UK stockmarkets

Two outstandingly cheap UK stocks in an age of mad valuations

In these times of nutty company valuations, there is still plenty of opportunity around, says Merryn Somerset Webb. Take these two stocks, for example…
26 Nov 2021
Four of the best digital healthcare stocks to buy now
Share tips

Four of the best digital healthcare stocks to buy now

Thanks to Covid-19, policymakers and investors have become more aware of the wide array of opportunities in the sector. The good news is that we are a…
26 Nov 2021
Share tips of the week – 26 November
Share tips

Share tips of the week – 26 November

MoneyWeek’s comprehensive guide to the best of this week’s share tips from the rest of the UK's financial pages.
26 Nov 2021

Most Popular

Don’t worry about the global population explosion – it’s unlikely to happen
Investment strategy

Don’t worry about the global population explosion – it’s unlikely to happen

One of the many things we are taught to worry about is the fast-rising global population. But in fact, says Merryn Somerset Webb, the opposite is tru…
15 Nov 2021
Four of the best new investment trust listings
Investment trusts

Four of the best new investment trust listings

Diversify your portfolio and benefit from rising dividends with these four new investment trusts coming to the market soon.
15 Nov 2021
Is it time to remortgage your home?
Mortgages

Is it time to remortgage your home?

Banks are already starting to prepare for higher interest rates, says Alex Rankine. Should you, too?
23 Nov 2021