John Baron's Investment Trust Portfolio 

Making the case for commercial property

Making the case for commercial property

Last month’s column explained why UK smaller companies looked particularly attractive at this point in time and pointed to those investment trusts set to benefit as sentiment catches up with fundamentals. This column also stays with the UK and suggests investors are neglecting another sector at their cost – that of commercial property. It explains why the market is unduly concerned about the sector, some of the strategies we at Equi are pursuing to capture the best returns, and those investment trusts we favour to benefit most from the expected change in sentiment.

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