In our latest podcast special, Steven Frazer and James Crux are joined by Georgina Brittain, co-manager of JPMorgan UK Small Cap Growth & Income (LON:JUGI). This investment trust seeks to deliver capital growth over the long term and also pays a quarterly dividend.
Georgina tells us what sets ‘JUGI’ apart from competitors in the AIC UK Smaller Companies sector and why she is seeing plenty of opportunities in this part of the market.
Our special guest explains why free cash flow yield is her preferred valuation metric. She also lends us her view on the M&A backdrop, and the scope for recovery in the IPO market.
Finally, Georgina tells us why the market has an outdated perception of Mr Kipling-maker Premier Foods (LON:PFD), the Batchelors-to-Bisto brands owner that is the trust’s top holding.
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Disclaimer: James Crux has a personal interest in Premier Foods.
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