BlackRock Throgmorton Trust plc
(LEI: 5493003B7ETS1JEDPF59)
16 January 2019
Update research from QuotedData - Throg’s shorts shine
With Brexit looming and US rates climbing, many investors appear to have
adopted a more defensive stance. Dan Whitestone, manager of BlackRock
Throgmorton Trust (THRG), has reduced the portfolio’s net exposure to well
below 100, taking profits on some positions. Otherwise, Dan’s focus remains
on the long-term drivers of growth, and his ability to short companies with
unsound business models gives him another way of adding value even in falling
markets, as was evidenced in THRG’s returns over the year to 30 November
2018.
Full research:
https://quoteddata.com/research/blackrock-throgmorton-trust-throgs-shorts-shine-2/
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