BlackRock Throgmorton Trust
29 September 2021
Confidence rewarded
In mid-December 2020, when we last published a note on BlackRock Throgmorton Trust (THRG), its manager Dan Whitestone said he was genuinely excited about the prospects for the stocks in its portfolio. That enthusiasm has been vindicated and the many investors that have embraced the trust over the past year have been well-rewarded.
Dan highlights the breadth of opportunity afforded by the stocks in THRG's portfolio. His confidence in the outlook for these companies is undimmed and, reflecting this, THRG's net market exposure is at the high end of its range.
Full research:
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