Unicorn Asset Management

Independent UK equity specialists

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Where are we in the UK investment cycle? webinar

You can access the recording above to catch up on all the key takeaways, including:

  • Where are we in the investment cycle?
  • Why Unicorn is optimistic about UK small and mid-cap companies
  • Why cyclicals, why now?
Recorded: 25 June, 2024
Past performance is not a guide to future performance. The value of investments & the income from them may go down as well as up & investors may not get back the full amount of their original investment. Issued by Unicorn Asset Management Limited, First Floor Office, Preacher’s Court, The Charterhouse, Charterhouse Square, London EC 1 M 6 AU Authorised and Regulated by the Financial Conduct Authority. This video is intended for Professional Investors and is not suitable for use by Retail Investors.

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Watch the webinar recording here

The UK is a global leader in manufacturing, construction, transportation, and engineering, boasting established businesses with rich heritage and valuable intellectual property. These strong players offer investors predictable double-digit earnings growth, rising dividends, and a loyal customer base. They are also at the forefront of global trends like electrification, automation, AI, and renewable infrastructure.

Re-watch the webinar ‘Why industrials, why now?’  to hear from UK Income portfolio managers, Fraser Mackersie and Simon Moon, on why they are significantly overweight in this sector.

 

Recorded: 9 May, 2024
Past performance is not a guide to future performance. The value of investments & the income from them may go down as well as up & investors may not get back the full amount of their original investment. Issued by Unicorn Asset Management Limited, First Floor Office, Preacher’s Court, The Charterhouse, Charterhouse Square, London EC 1 M 6 AU Authorised and Regulated by the Financial Conduct Authority. This video is intended for Professional Investors and is not suitable for use by Retail Investors.

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In this webinar, Unicorn takes a deep dive into the sectors, forecasts, and opportunities that present themselves, deciphering the heroes vs. the walking dead. Which companies may be champions, delivering consistent dividend growth and capital appreciation vs. those sleepwalking to an apocalypse? Watch the webinar to find out more.

 

Past performance is not a guide to future performance. The value of investments & the income from them may go down as well as up & investors may not get back the full amount of their original investment. Issued by Unicorn Asset Management Limited, First Floor Office, Preacher’s Court, The Charterhouse, Charterhouse Square, London EC 1 M 6 AU Authorised and Regulated by the Financial Conduct Authority. This video is intended for Professional Investors and is not suitable for use by Retail Investors.

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In this Q4 2023 portfolio update, fund managers Simon Moon and Fraser Mackersie provide an update on the UK Income and Ethical Income Funds and an outlook on positioning for 2024.

 

Past performance is not a guide to future performance. The value of investments & the income from them may go down as well as up & investors may not get back the full amount of their original investment. Issued by Unicorn Asset Management Limited, First Floor Office, Preacher’s Court, The Charterhouse, Charterhouse Square, London EC 1 M 6 AU Authorised and Regulated by the Financial Conduct Authority. This video is intended for Professional Investors and is not suitable for use by Retail Investors.

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Fraser Mackersie provides an overview of recent portfolio activity and performance and discuss the current positioning and outlook for the UK Income and UK Ethical Funds.

Discussion points for the sessions:

  • How companies are trading
  • Fund performance
  • Overweight’s and underweights
  • Outlook for the rest of 2023

Past performance is not a guide to future performance. The value of investments & the income from them may go down as well as up & investors may not get back the full amount of their original investment. Issued by Unicorn Asset Management Limited, First Floor Office, Preacher’s Court, The Charterhouse, Charterhouse Square, London EC 1 M 6 AU Authorised and Regulated by the Financial Conduct Authority. This video is intended for Professional Investors and is not suitable for use by Retail Investors.

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Fraser Mackersie and Simon Moon provide an overview of recent portfolio activity and performance and discuss the current positioning and outlook for the UK Income and UK Ethical Funds.

Discussion points for the sessions:

  • How companies are trading
  • How Unicorn navigates overweight’s and underweights
  • What lies ahead for consumers and interest rates
  • Global trend of inflation, prices falling across energy and raw materials

Past performance is not a guide to future performance. The value of investments & the income from them may go down as well as up & investors may not get back the full amount of their original investment. Issued by Unicorn Asset Management Limited, First Floor Office, Preacher’s Court, The Charterhouse, Charterhouse Square, London EC 1 M 6 AU Authorised and Regulated by the Financial Conduct Authority. This video is intended for Professional Investors and is not suitable for use by Retail Investors.

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Simon Moon and Fraser Mackersie give an update on the UK income & UK Ethical income Fund for Q1. They look at how the high yields correlate with the valuations and how the long-term prediction for the yield is to continue upwards. Finally, they examine how the Q1 performance affects the expected performance over both the short and long term.

Past performance is not a guide to future performance. The value of investments & the income from them may go down as well as up & investors may not get back the full amount of their original investment. Issued by Unicorn Asset Management Limited, First Floor Office, Preacher’s Court, The Charterhouse, Charterhouse Square, London EC 1 M 6 AU Authorised and Regulated by the Financial Conduct Authority. This video is intended for Professional Investors and is not suitable for use by Retail Investors.

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In this Q&A style video, Unicorn fund managers Simon Moon and Fraser Mackersie are joined by Stephen Williams, Asset Allocation Director, who offers a high-level economic perspective of current markets. In comparison, Simon and Fraser give their bottom-up, company level view. Inflation and interest rates are at the forefront of the discussion. 

Past performance is not a guide to future performance. The value of investments & the income from them may go down as well as up & investors may not get back the full amount of their original investment. Issued by Unicorn Asset Management Limited, First Floor Office, Preacher’s Court, The Charterhouse, Charterhouse Square, London EC1M 6AU Authorised and Regulated by the Financial Conduct Authority. This video is intended for Professional Investors and is not suitable for use by Retail Investors.

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Download the presentation here: https://www.unicornam.com/wp-content/uploads/2023/01/Small-caps-Jan-2023-Final-V3-CPD.pdf

In this presentation you’ll find:

  • Current opportunities in UK small caps
  • Historic returns
  • Valuations
  • Inflation and small caps
  • Why small caps for 2023
  • Information on Unicorn Asset Management

If you require a CPD certificate or would like to request further information on the funds mentioned in the presentation, please get in contact at: unicornam@lgbrcapital.com

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Fraser Mackersie and Simon Moon run through the recent performance of Unicorn’s UK Income & Ethical Income fund and share their outlook for 2023. They highlight the performance of the fund over 2022 during a period of high inflation and the historical tendency for the fund to recover in the subsequent periods after low performance. They go over the portfolio activity during 2022 and present the full portfolio as of the start of 2023.

Past performance is not a guide to future performance. The value of investments & the income from them may go down as well as up & investors may not get back the full amount of their original investment. Issued by Unicorn Asset Management Limited, First Floor Office, Preacher’s Court, The Charterhouse, Charterhouse Square, London, EC1M 6AU Authorised and Regulated by the Financial Conduct Authority. This video is intended for Professional Investors and is not suitable for use by Retail Investors.

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Fraser Mackersie, Simon Moon and Alex Game go over the current opportunities in UK small caps and the historical performances of small–cap funds, especially in times of high inflation. They offer an introduction to Unicorn and some of their funds, highlighting their performance. 

Past performance is not a guide to future performance. The value of investments & the income from them may go down as well as up & investors may not get back the full amount of their original investment. Issued by Unicorn Asset Management Limited, First Floor Office, Preacher’s Court, The Charterhouse, Charterhouse Square, London EC 1 M 6 AU Authorised and Regulated by the Financial Conduct Authority. This video is intended for Professional Investors and is not suitable for use by Retail Investors.

by

Past performance is not a guide to future performance. The value of investments & the income from them may go down as well as up & investors may not get back the full amount of their original investment.

Issued by Unicorn Asset Management Limited, First Floor Office, Preacher’s Court, The Charterhouse, Charterhouse Square, London EC 1 M 6 AU Authorised and Regulated by the Financial Conduct Authority. This video is intended for Professional Investors and is not suitable for use by Retail Investors.

by

Past performance is not a guide to future performance. The value of investments & the income from them may go down as well as up & investors may not get back the full amount of their original investment. 

Issued by Unicorn Asset Management Limited, First Floor Office, Preacher’s Court, The Charterhouse, Charterhouse Square, London EC 1 M 6 AU Authorised and Regulated by the Financial Conduct Authority. This video is intended for Professional Investors and is not suitable for use by Retail Investors.

by

Past performance is not a guide to future performance. The value of investments & the income from them may go down as well as up & investors may not get back the full amount of their original investment. 

Issued by Unicorn Asset Management Limited, First Floor Office, Preacher’s Court, The Charterhouse, Charterhouse Square, London EC 1 M 6 AU Authorised and Regulated by the Financial Conduct Authority. This video is intended for Professional Investors and is not suitable for use by Retail Investors.

by

Past performance is not a guide to future performance. The value of investments & the income from them may go down as well as up & investors may not get back the full amount of their original investment. 

Issued by Unicorn Asset Management Limited, First Floor Office, Preacher’s Court, The Charterhouse, Charterhouse Square, London EC 1 M 6 AU Authorised and Regulated by the Financial Conduct Authority. This video is intended for Professional Investors and is not suitable for use by Retail Investors.

by

 

Past performance is not a guide to future performance. The value of investments & the income from them may go down as well as up & investors may not get back the full amount of their original investment. 

Issued by Unicorn Asset Management Limited, First Floor Office, Preacher’s Court, The Charterhouse, Charterhouse Square, London EC1M 6AU Authorised and Regulated by the Financial Conduct Authority. This video is intended for Professional Investors and is not suitable for use by Retail Investors.

by

 

Past performance is not a guide to future performance. The value of investments & the income from them may go down as well as up & investors may not get back the full amount of their original investment. 

Issued by Unicorn Asset Management Limited, First Floor Office, Preacher’s Court, The Charterhouse, Charterhouse Square, London EC 1 M 6 AU Authorised and Regulated by the Financial Conduct Authority. This video is intended for Professional Investors and is not suitable for use by Retail Investors.

by

Past performance is not a guide to future performance. The value of investments & the income from them may go down as well as up & investors may not get back the full amount of their original investment. 

Issued by Unicorn Asset Management Limited, First Floor Office, Preacher’s Court, The Charterhouse, Charterhouse Square, London EC 1 M 6 AU Authorised and Regulated by the Financial Conduct Authority. This video is intended for Professional Investors and is not suitable for use by Retail Investors.

by

Past performance is not a guide to future performance. The value of investments & the income from them may go down as well as up & investors may not get back the full amount of their original investment. 

Issued by Unicorn Asset Management Limited, First Floor Office, Preacher’s Court, The Charterhouse, Charterhouse Square, London EC 1 M 6 AU Authorised and Regulated by the Financial Conduct Authority. This video is intended for Professional Investors and is not suitable for use by Retail Investors.

by

 

Past performance is not a guide to future performance. The value of investments & the income from them may go down as well as up & investors may not get back the full amount of their original investment. 

Issued by Unicorn Asset Management Limited, First Floor Office, Preacher’s Court, The Charterhouse, Charterhouse Square, London EC 1 M 6 AU Authorised and Regulated by the Financial Conduct Authority. This video is intended for Professional Investors and is not suitable for use by Retail Investors.

by

Past performance is not a guide to future performance. The value of investments & the income from them may go down as well as up & investors may not get back the full amount of their original investment. 

by

Past performance is not a guide to future performance. The value of investments & the income from them may go down as well as up & investors may not get back the full amount of their original investment. 

by

Past performance is not a guide to future performance. The value of investments & the income from them may go down as well as up & investors may not get back the full amount of their original investment. 

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