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Active management: More important than ever as income returns

Laura Foll, CFA

Laura Foll, CFA

Portfolio Manager


10 Nov 2020

 

Laura Foll, co-fund manager of Lowland Investment Company, provides an update on the how the Trust has performed over the third quarter. Laura also discusses the latest portfolio activity since the end of June, shares her views on the market as a whole, and explains why the valuation of specific stocks continues to be the best approach in finding growth and income as dividends return to the market.

Glossary

Dividend – A payment made by a company to its shareholders. The amount is variable and is paid as a portion of the company’s profits.

Valuation – Metrics used to gauge a company’s performance, financial health and expectations for future earnings e.g., price to earnings (P/E) ratio and return on equity (ROE).

Laura Foll, CFA

Laura Foll, CFA

Portfolio Manager


10 Nov 2020

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