The Investment Company plc

The Investment Company plc is a small, registered, self-managed closed-ended balanced fund. It invests in public equity and fixed income markets across the United Kingdom, primarily through a portfolio of equities, preference shares, loans, stocks, and long-term debentures. The fund is managed by Chelverton Asset Management Limited and seeks dividend-paying growth stocks across all market capitalizations, with a bias toward small caps, also investing in loan stocks, debentures, convertibles, and related instruments. It employs fundamental analysis with a bottom-up security selection approach, focusing on factors such as yield, growth prospects, market positions, caliber of management, risk, and cash resources. The Investment Company plc was formed in 1868 and is domiciled in the United Kingdom.