Rights & Issues Investment Trust | Research

Dan Nickols and Matt Cable provide an update on the Rights and Issues Investment Trust and detail some of the changes in portfolio shape since Jupiter AM took over management of the trust last October. They introduce Gresham Technologies and Marshalls as two recent initiations and Dan talks through his outlook for the UK Mid and Small Cap sector.

Dan Nickols and Matt Cable introduce the Rights and Issues Investment Trust and unpack their portfolio construction strategy following the change of manager.

Jupiter Asset Management took over the management of the Rights and Issues Investment Trust in October 2022. Fund managers Dan Nickols and Matt Cable provide an update on exactly what has changed since the beginning of their tenure. They add some colour to the investment process outlined in the elevator pitch video link and illustrate the strategy with two example holdings: Alpha FX and Macfarlane Chemicals.