A Value View Episode 13: Maintaining a Focus on Income

In this episode, Simon Gergel takes a closer look at the situation for income from UK equity markets. What factors should investors consider to differentiate businesses that are suffering a short term shock from those that may be impacted by longer-term changes in behavior?

Simon Gergel

07.07.2020

In the Press

Mail on Sunday: Fund Focus on Merchants

In February, journalist Jeff Prestridge wrote a Fund Focus article on Merchants Trust for The Mail on Sunday, looking at Merchants’ delivery of both income and growth.

Mail on Sunday09.02.2020

Trust Audio Update

A Value View Episode 9: What does it mean to be a value investor?

In his latest podcast, Simon Gergel, Portfolio Manager of The Merchants Trust, discusses what it means to be a value investor and how the team implements this across the Merchants portfolio of high yielding shares.

Simon Gergel

19.06.2019

Research Notes