Ken Wotton and Brendan Gulston, the Fund Managers of the LF Livingbridge UK Multi Cap Income Fund discuss how its smaller company focus helps the Fund to seek to outperform. While small and micro caps may often be overlooked and under-researched, they can potentially offer fantastic opportunities to generate meaningful dividend growth over the life of the investment, as well as the potential for capital growth.
The LF Livingbridge UK Multi Cap Income Fund has outperformed all of its competitors in the IA UK Equity Income Sector since launching in June last year. Fund Co-Manager, Brendan Gulston, looks at five key drivers of outperformance.
For Professional Investors Only. Past performance is no guide to the future. The value of investments and the income from them can fall as well as rise and you may get back less than originally invested.
Source data: FE Analytics, LF Livingbridge UK Multi-Cap Income Fund, C share class, Accumulation units, since launch in 1 June 2017 to 30 June 2018. IA UK Equity Income Sector peer group performance average calculated over same period.
Bringing the best attributes of private equity to public markets
Livingbridge is an award-winning independent specialist investment manager with a strong private equity heritage dating back to 1997. It manages over £2bn of assets across private equity capital and public equities.
Livingbridge Equity Funds brings the best attributes of a private equity mindset to its funds, the
LF Livingbridge UK Micro Cap Fund and the LF Livingbridge UK Multi Cap Income Fund. This provides added investment insight that results in high conviction portfolios that have the potential to outperform.