One to Watch: GLG UK Income

GLG UK Income

clock • 4 min read

FE Research's Joshua Ausden searches the market for the best hidden gem funds for your portfolios.

There are many managers who say they have a value focus, but there are few as dedicated to the investment principle as FE Alpha Manager Henry Dixon (above), manager of the £72m GLG UK Income fund. Dixon is a deep value manager, identifying companies he deems to be cheaper than they deserve to be, based on his assessment of assets, liabilities, and cashflow. The sweet spot, according to the manager, is finding a share price for a cash-generative company that is below its replacement cost. He also places a strong emphasis on finding undervalued profit streams. This strategy worked very ...

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