Insights

Last week, we proposed a scenario where a larger AIM IHT fund manager may have invested 2% of their portfolio in a £100m market cap. company. Should the need then… Read more Your clients deserve better on AIM: Why advisers are choosing Stellar

With over 600 companies to choose from, the bulk of which are below £50m market cap. (our minimum initial investment size), our sweet spot of £250m and below still gives… Read more Outperformance by design: How flexibility sets Stellar apart on AIM

In our first instalment we suggested that there was a direct link between the size of an AIM fund manager’s AUM and the performance outcome for those clients invested. As… Read more Proven in volatile markets: Why Stellar’s AIM IHT portfolio stands apart 

Since the UK government’s budget announcement in October 2024, the upcoming reduction from 6 April 2026 in Inheritance Tax (IHT) relief obtainable for investors in companies listed on the Alternative… Read more AIMing for better outcomes: What the 2026 tax changes mean for advisers today

In meetings with clients we often find them receptive to the premise that UK equities are cheap, and small-caps especially so, only then to be asked “where’s the catalyst?”. The… Read more July AiM Market Musings from Stephen English, Investment Director

On 19 June 1995, the London Stock Exchange (LSE) quietly launched the Alternative Investment Market (AIM), replacing the previous Unlisted Securities Market that had been in operation since 1980. The… Read more June AiM Market Musings from Stephen English, Investment Director

While the British ISA idea was canned last year, the government continues to look at changes to ISAs which could improve returns for savers by channelling investment into productive assets,… Read more May AiM Market Musings from Stephen English, Investment Director

The first quarter was volatile as angst over President Trump’s tariffs rose which had a chilling effect on economic activity and sentiment. Prior to the tariffs being published, this rhetoric… Read more April AiM Market Musings from Stephen English, Investment Director