Man GLG Income D Professional Inc
Willis Owen Research Commentary
This fund offers a highly disciplined approach to investing in UK equity income. Manager Henry Dixon's proven value style underpins his philosophy that pricing inefficiencies can be profitably exploited. He targets companies trading below his team’s estimate of asset value or those where the company’s profit stream is undervalued relative to the cost of capital, with the additional caveat of a dividend yield of at least equal to the UK stock market. The fund also looks for strong free cash flow and net cash positions that may produce positive dividend surprises. As well as the primary focus on valuation, the manager also seeks elements of quality and positive earnings momentum. The portfolio includes significant exposure to mid and small cap shares.
Below is the online factsheet for your selected instrument. You can change time periods in certain areas of the factsheet and generate a version to PDF using the "Print" button.
You can also view an Analyst Report as a PDF using the link below and if you are a registered user a more detailed report is also available.
Analyst Report
