Fundamentals News & Insights

AIM

Video interview – AIM IHT for income

In this video interview, Chris Boxall, co-founder of AIM specialist investment manager Fundamental Asset Management, discusses the opportunities for income investors in AIM IHT ISA portfolios. With AIM companies set to pay out just over £1.2 billion in dividends in 2022 there are plenty of high yielding AIM stocks to choose from, although prospective investors…

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AIM IHT portfolios for INCOME? Is it worth it?

AIM isn’t a market that’s generally considered for its dividend and income attractions, and we have always expressed caution on AIM companies paying out high dividends, when they should be putting their cash to better use. However, the steep decline in share prices of many good-quality AIM companies has seen dividend yields soar to levels…

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Fear vs greed

It has been a painful time for AIM investors across the board. Fundamental Asset Management portfolio managers have been giving their thoughts and insights into where the market is, how we got here and where it might be going. In addition, in a recent interview with Jeremy Naylor on IGTV, co-Managing Director Chris Boxall talks…

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Storms continue to batter global markets

Global Markets Continue to Struggle The outlook for global economies continues to look challenging, with high inflation and rising interest rates potentially tipping many countries into recession. As a result, global stock markets, led as usual by the US, have been suffering for quite a while. Unfortunately AIM has not been immune to this, with…

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Kwasi’s bold Budget – what does it mean for AIM?

UK chancellor Kwasi Kwarteng’s mini-Budget, ‘The Growth Plan 2022’, which is intended to give a much-needed boost to the British economy, should be good news for smaller growth companies, particularly those on AIM, although you wouldn’t believe it from the stock market’s initial reaction to the news! Kwarteng announced a “new approach for a new…

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Weak pound means opportunity for AIM’s exporters

Cash rich private equity buyers are also circling The pound is trading near its lowest level against the US dollar since 1985, a year which also saw Mikhail Gorbachev become the leader of the Soviet Union, Boris Becker become the youngest winner of the Wimbledon Men’s singles title and England

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Inflation proofed returns from AIM

Smart Metering Systems: AIM for positive impact Since arriving on AIM in 2011 at 60p per share (currently 930p) and a market capitalisation of only £50m (currently £1.25 billion), Glasgow headquartered Smart Metering Systems (‘SMS’) has evolved into a fully integrated energy infrastructure company. SMS is a long-term holding in Fundamental Asset Management’s AIM

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Will your money help HMRC break another record?

Will your money help HMRC break another record? HMRC’s latest figures released today show that Inheritance Tax (IHT) receipts for April 2022 to July 2022 are £2.4 billion; £0.3 billion higher than in the same period a year earlier. Will your family have to pay IHT to HMRC after you have passed on?

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Sustainability a priority for this AIM IHT portfolio company

Brickability: commendable ESG initiatives Brickability Group (AIM: BRCK), the AIM quoted construction materials distributor and one of our AIM IHT portfolio companies, recently announced fabulous results for the year ended 31 March 2022. Brickability is a leading construction materials distributor, serving customers across the UK and Europe for over 36 years

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AIM for Positive Impact

ESG initiatives from our portfolio companies In our last blog  – which can be read here; we announced that Fundamental Asset Management is now a signatory to the Principles for Responsible Investment. In further recognition of the growing importance of Environmental, Social and Governance (ESG) issues, we  are producing a series of Blogs titled ‘AIM for Positive Impact’

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