Description

This closed-ended investment company, BlackRock Throgmorton Trust plc, was established by BlackRock Fund Managers Limited and is managed by BlackRock Investment Management (UK) Limited. The trust primarily targets opportunities within the public equity markets of the United Kingdom, focusing predominantly on small and mid-capitalization companies across a diverse range of sectors. Beyond traditional stock holdings, the fund also utilizes contracts for difference (CFDs) and other comparable equity derivatives. Its investment process combines top-down macroeconomic analysis with bottom-up fundamental research, scrutinizing factors such as robust management, sound balance sheets, technological advantage, secure niche markets, and potential for shareholder value creation. Performance is gauged against the Numis Smaller Companies (excluding Investment Companies) Index. Formed in December 1962 and domiciled in the United Kingdom, the entity was previously known as The Throgmorton Trust Plc.