Skip to main content
  • Register
  • Help
  • Contact us
  • Log out of your HL account

Managers' blog

Important portfolio changes, regular manager insight and monthly roundups

Important information - The value of this fund can fall as well as rise so you could get back less than you invested, especially over the short term. The information we provide about individual companies represents our view as managers of the fund. It is not a personal recommendation to invest in a particular company. If you are at all unsure of the suitability of an investment for your circumstances please contact us for personal advice. The HL Select Funds are managed by our sister company HL Fund Managers Ltd.



HL SELECT UK GROWTH SHARES

Early successes and lessons learned

As we reach the third anniversary of the HL Select UK Growth fund launch we’ve taken a closer look at what’s done well and lessons learned... Read more

Managers' thoughts

HL SELECT UK GROWTH SHARES

Three years in – Key themes

There’s a number of key themes that have helped drive performance over the first three years... Read more

Managers' thoughts

HL SELECT UK GROWTH SHARES
HL SELECT GLOBAL GROWTH SHARES

New holding - Autodesk

Autodesk is a leading provider of computer aided design software. Their products have wide and varied uses, from the refurbishment of Big Ben to special effects in the film Avatar. Read more

Fund changes

HL SELECT UK GROWTH SHARES

HL Select UK Growth Shares - Quarterly Update

The stock market drifted sideways through July before a brief dip in August, followed by a rally in September to leave the FTSE All Share Index fractionally lower at the end of the period. Read more

Managers' thoughts

HL SELECT UK INCOME SHARES

HL Select UK Income Shares Quarterly Review

The stock market drifted sideways through July before a brief dip in August, followed by a rally in September to leave the FTSE All Share Index fractionally lower at the end of the period. Read more

Managers' thoughts

HL SELECT GLOBAL GROWTH SHARES

WeWork doesn’t work for us

What you do as an investor is crucial, but what you don’t do is just as important. Read more

Managers' thoughts

HL SELECT GLOBAL GROWTH SHARES

New holding - GoDaddy

We’ve invested in GoDaddy, the world’s biggest domain name company. Read more

Fund changes

HL SELECT UK GROWTH SHARES
HL SELECT UK INCOME SHARES
HL SELECT GLOBAL GROWTH SHARES

Burford Capital Update

We have exited our position in Burford Capital, following the short selling attack by Muddy Waters. Read more

Fund changes

HL SELECT UK GROWTH SHARES
HL SELECT UK INCOME SHARES
HL SELECT GLOBAL GROWTH SHARES

HL Select Funds – Burford Capital

Burford Capital shares have taken a big knock following the publication of a highly negative piece of commentary by Muddy Waters, a US Hedge Fund. Read more

Managers' thoughts

HL SELECT UK GROWTH SHARES

New holding - out of our Shell

We have recently taken what was, for us, a fairly radical step within the HL Select UK Growth Shares fund. We bought into Royal Dutch Shell, one of the world’s leading energy producers. Read more

Fund changes

More
More
Loading

Important information - These articles are not advice or a recommendation to buy, sell or hold any investment. No view is given on the present or future value or price of any investment, and investors should form their own view on any proposed investment. These articles have not been prepared in accordance with legal requirements designed to promote the independence of investment research and is considered a marketing communication. Non-independent research is not subject to FCA rules prohibiting dealing ahead of research, however HL has put controls in place (including dealing restrictions, physical and information barriers) to manage potential conflicts of interest presented by such dealing. Please see our full non-independent research disclosure for more information.