Join our community of smart investors

Small-cap stars sold on 4imprint

The group is growing its revenues and profits organically
February 6, 2020

4imprint (FOUR) is a leading direct marketer of promotional products such as bags, pens and umbrellas adorned with company logos. Although listed in London, 97 per cent of the group’s revenues come from across the Atlantic, where it is exploiting significant growth opportunities with an extremely capital-light business model. These attractions have made it a top holding for two of the UK’s top-performing small-cap funds – BlackRock Throgmorton Trust and Aviva Listed Small and Mid-Cap fund.

IC TIP: Buy at 3300p
Tip style
Speculative
Risk rating
Medium
Timescale
Long Term
Bull points

Strong revenue growth
Good cash position
Attractive dividend yield
Fund manager top pick

Bear points

Cyclical

Supply chain risk

This is subscriber only content
Start your trial to keep reading
PRINT AND DIGITAL trial

Get 12 weeks for £12
  • Essential access to the website and app
  • Magazine delivered every week
  • Investment ideas, tools and analysis
Have an account? Sign in