The Slater Blog

COVID-19: An update from Slater Investments

Dear Investors, In the wake of the Coronavirus and the government directive to work from home where possible, the Slater Investments team would like to reassure you that our business continuity plan is functioning successfully and we are all working from home. These are unprecedented times but the highly experienced team at Slater Investments are

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Coronavirus – a word from Slater Investments

Dear Investors, You have no doubt been following news of the spreading coronavirus. Whilst our thoughts are of course with those immediately affected by it, our fiduciary responsibility dictates that our foremost consideration is for you, our investors. We do not aim to predict the future and cannot forecast the precise timing of the virus’s

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[Commentary] Slater Growth Fund – Annual Report for the year to 31st December 2019

For a PDF of the Full Report, please click here. Performance Six months 1 year 3 years 5 years Since launch* Slater Growth Fund P unit class +16.99% +37.87% +53.18% +77.42% +549.60% Investment Association (IA) OE UK All Companies +8.16% +22.37% +24.00% +44.18% +186.13% *A unit class launch 30 March 2005 We are pleased with

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[ESG] Open Letter to all Slater Holdings

At the end of December 2019, Slater Investments sent a letter to the Chair of the Remuneration Committee for each of our holdings on the subject of Directors’ Remuneration. Please find the text of below: Dear Chair, Directors’ remuneration We write to set out our dissatisfaction with the framework of directors’ remuneration in most public

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[Commentary] Slater Recovery Fund – Annual Report for the year to 30th November 2019

For a PDF of the Full Report, please click here.   Performance Six months 1 year 3 years 5 years Since launch* Slater Recovery Fund P unit class +5.18% +17.93% +56.28% +73.55% +454.08% Investment Association (IA) OE UK All Companies +6.90% +12.43% +24.10% +38.43% +305.99% *A unit class launch 10 March 2003   Bid prices

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[Commentary] Slater Income Fund – Interim Report for the six months to 31st October 2019

For a PDF of the Full Report, please click here. Objective The investment objective of the Fund is to produce an attractive and increasing level of income whilst additionally seeking long term capital growth by investing predominantly in shares of UK listed equities. Fund Performance During the half year the Slater Income Fund returned -1.43%,

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Obeying these rules generates outsized investment returns

Fight or flight, fear or excitement? Investment management is an exercise in navigating between these two impulses.  We need coherent systems to protect us from the impulses of fear and greed, panic and exuberance. The Slater funds have been managed on the basis of selecting companies which show consistent earnings growth but are not yet

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[Commentary] Slater Growth Fund – Interim Report for the six months to 30th June 2019

For a PDF of the Full Report, please click here. Overview The Fund delivered a return of +17.84%, compared to +13.12% of the IA OE UK All Companies Index. Over the last two years the United Kingdom market has moved sideways in terms of capital value, leaving total returns resting on dividends alone. The sprightly

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