share prices

Lowland Investment Company

LN: LWI

£366.1m market cap

1355p last close

Lowland Investment Company (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.

Investment summary

Lowland Investment Company (LWI) is riding high among its UK Equity Income peers over 12 months as a market rotation towards more cyclical and domestic UK names looks to vindicate its valuation-aware, multi-cap approach. With the Brexit withdrawal agreement now signed, managers James Henderson and Laura Foll say an increase in takeover activity shows private equity and trade buyers see the value in UK companies, and argue that international investors should also return to a market that has got used to being seen as ‘unloved and underperforming’. After almost a decade of adding to its revenue reserve each year, LWI was able to draw on this to increase its FY20 dividend, with sufficient firepower to do so again in FY21 even if UK corporate dividends take longer than anticipated to recover.

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Share price graph
Price performance
%
1m
3m
12m
Actual 5.7 15.8 49.6
Relative* 4.3 9.1 23.6
52-week high/low 1372.5p/882.0p
*% 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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