Lowland Investment Company

LN: LWI

Market Cap£340m

Last Close 126p

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

Lowland Investment Company’s (LWI’s) managers, James Henderson and Laura Foll, run this UK equity income portfolio with a ‘growth first’ mentality, believing that companies with strong market positions and pricing power are best placed to grow their earnings, and consequently their dividends, over time. They cast their net across the market cap spectrum, aiming to own a diversified set of attractively valued – mainly UK – stocks spread across six ‘buckets’, from small-cap income to large-cap growth. Currently, the portfolio is tilted towards financial and industrial stocks, so the recent performance has somewhat lagged a volatile market where gains have been driven in large part by commodity producers. However, the managers are confident in the longer-term prospects of the 100+ companies they own, and with a c 4.8% dividend yield, investors in LWI are arguably being ‘paid to wait’ for value to be realised.

Content on Lowland Investment Company
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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Lowland Investment Company – Positioned to benefit from UK recovery
Investment companies | research Review | 9 April 2021
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Share price graph
Price performance
%
1m
3m
12m
Actual (3.8) (1.6) (7.9)
Relative* (2.6) (4.2) (10.2)
52-week high/low 144.5p/114.5p
*% 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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