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