Lowland Investment Company


Market Cap£292m

Last Close 108p

LWI aims to give investors a higher-than-average return with growth in both capital and income over the medium to long term by investing in a broad spread of predominantly UK companies. LWI measures its performance against the total return of the broad UK stock market.

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Investment summary

During the first half of the financial year to the end of March 2022, Lowland Investment Company (LWI) lagged a modestly rising market due to its high weighting in mid- and smaller-capitalised UK companies. These companies found themselves out of favour with investors in a risk-off environment, fuelled by the war in Ukraine, rampant inflation, rising interest rates and slowing economic growth. For all of this, earnings per share for the period was 1.72p, some 34% higher than in this period last year but still below the pre-COVID-19 pandemic level of 2.22p. After a very strong outperformance in 2021, subsequent returns might be expected to consolidate, but the managers feel the portfolio is well positioned to make further gains in income and capital over the coming years.

Content on Lowland Investment Company
Lowland Investment Company – One of the purest UK domestic plays in the sector
Investment companies | research Update | 21 June 2022
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Lowland Investment Company – Patient, diversified and ripe for consideration
Investment companies | research Review | 7 April 2022
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Lowland Investment Company – Backing industrial stocks amid higher inflation
Investment companies | research Review | 1 November 2021
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Share price graph
Price performance
Actual (11.8) (9.4) (17.2)
Relative* (5.9) (4.3) (12.6)
52-week high/low 144.5p/108.0p
*% relative to local index
Key management
Robert Robertson Chairman
Carl McKenzie Head of Marketing Investment Trusts
Duncan Budge Non- Executive Director
Gaynor Coley Non- Executive Director
Karl Sternberg Non- Executive Director

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