BlackRock Throgmorton Trust - Update research from QuotedData
30th November 2022
The strong have only gotten cheaper
Dan Whitestone, manager of BlackRock Throgmorton (THRG), remains steadfast in his commitment to the most-attractive, highest-quality growth opportunities within the UK small cap sector, despite the apparent headwinds. Whilst THRG has lagged its benchmark and peers recently, having been caught up in the wider growth-stock selloff, the vast majority of Dan's investee companies continue to demonstrate the same fundamental strength and resilient business models, albeit at much more attractive valuations. In fact, several companies have posted stronger results over 2022, despite the difficult circumstances.
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