Exclusive interview with Dan Whitestone: insights & strategies for 2024
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 Published On Jul 3, 2024

BlackRock Throgmorton Trust is one of the largest trusts specialising in investment into smaller UK companies. James Carthew sits down with its manager, Dan Whitestone, who shares his passions about the trust and the companies that he is backing. In it, we explore how the portfolio is managed, what makes it unique, potential outcomes of the UK election, and hopefully give a sense of why we at QuotedData like the trust.

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Chapters:
0:17 Introductions
1:14 Investment Approach
4:28 The importance of focusing on quality when looking at small caps
5:48 What has been driving the performance
8:35 The impact of the UK election
11:14 Differences an interest rate cut will make on the market
14:01 Looking at recent takeovers in the UK market
16:56 Using consumer and industrials in a growth portfolio

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