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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
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

HL SELECT GLOBAL GROWTH SHARES

New holding - Live Nation Entertainment

Last week we built a new position in Live Nation Entertainment. Read more

Fund changes

HL SELECT UK GROWTH SHARES

HL Select UK Growth Shares - Quarterly Review

Despite uncertainties, both at home and abroad, markets continued to make progress. Read more

Managers' thoughts

HL SELECT UK INCOME SHARES

HL Select UK Income Shares - Quarterly Review

The last three months saw the stock market return to a gentler pace of change after the sharp falls and recoveries of the previous periods. Read more

Managers' thoughts

HL SELECT UK GROWTH SHARES
HL SELECT UK INCOME SHARES

Why we sold Domino’s Pizza

We have decided to exit our position in Domino’s Pizza. The shares had been held in both the Select UK Growth and UK Income funds since launch. Read more

Fund changes

HL SELECT GLOBAL GROWTH SHARES

Four New Holdings

Three weeks in from launch, we’re now 90% invested with 34 holdings across 12 countries. Read more

Fund changes

HL SELECT UK GROWTH SHARES

Portfolio Changes

While we always try to take a long-term view with our investment decisions, we’re constantly assessing the underlying prospects for the companies we hold. Read more

Fund changes

HL SELECT UK INCOME SHARES

Raising the Dividend

We are delighted to announce that we have raised the regular monthly dividend payment by 5%. Read more

Fund changes

HL SELECT GLOBAL GROWTH SHARES

HL Select Global Shares announces its first investments

After finalising some of the first positions, Fund Manager Steve Clayton shares what he’s been buying and why. Read more

Managers' thoughts

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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.