The pleasures of unearthing a new investment idea are often enhanced when the level of analyst coverage or mainstream institutional ownership is lower than average, writes Andrew Jackson, manager of the Miton UK Value Opportunities fund.
Three years since taking over funds
Three key areas of concern
Assets under management stand at £3.4bn
Helping to promote firm's brand
Nine years since fall of Lehman Brothers
Despite scepticism about some of US President Trump's high-profile plans, there remain some areas of growth and opportunity, says Jim Wright, manager of the Miton Global Infrastructure Income fund.
Corrections a regular feature
UK elections will throw up opportunities
Hit by accounting scandals
Increase in payouts due to currency slump
Fund launched in January
AUM now 'well over £3bn'
Focus on utilities and telecoms
Favouring stocks with UK domestic exposure
Likely to last until June
Offering dividend yield of 4%
Worries over cyber security
Which trusts were analyst favourites for the year?
Book list compiled by Lawrence Gosling
Godber not joining until April
Discount narrowed significantly