The Merchants Trust PLC

Free cash-flow: the key to smarter investing At The Merchants Trust, we focus on undervalued companies with strong fundamentals, and free cash flow is one of the clearest indicators of long-term potential. 🔹It shows how much cash a business has left after reinvestment 🔹It helps assess income sustainability and capital growth 🔹It's a core part of our value investing toolkit Find out more about using free cash flow to uncover overlooked opportunities https://ow.ly/5QVg50WI7bW Marketing communication. Investing involves risk. #FreeCashFlow #ValueInvesting #TheMerchantsTrust #InvestmentStrategy #UKEquities

Why Value Investing Still Works While growth stocks have dominated in recent years, The Merchants Trust has consistently delivered by sticking to a disciplined value investing strategy. 🔹Focused on fundamentally sound UK businesses 🔹Avoiding "value traps" through rigorous analysis 🔹Long-term success built on consistency, quality and income generation With a proven track record and recognition as an AIC Dividend Hero for consistent income, Merchants Trust shows that true value endures. Discover how a long-term value approach continues to deliver strong results https://ow.ly/7L4z50WI687 Marketing communication. Investing involves risk. A ranking, a rating or an award provides no indicator of future performance and is not consistent over time. #ValueInvesting #TheMerchantsTrust #DividendHero #UKEquities #InvestmentStrategy

Dividends in a volatile world 43 Years of Dividend Growth And Counting In uncertain times, income matters. The Merchants Trust has delivered 43 consecutive years of dividend growth. Simon Gergel, Portfolio Manager of The Merchants Trust shares why focusing on income streams, not just share prices, can help investors stay grounded. “You own a share of a stream of income. That mindset helps you ride through volatility.” Hear more. https://ow.ly/aLNZ50W8ust #Dividends #LongTermInvesting #IncomeStrategy #SideNotes Past performance does not predict future returns Marketing Communication. Investing involves risk

Navigating Uncertainty in 2025 Tariffs, turbulence, and trust: what 2025 means for investors With US tariffs shaking global markets, Simon Gergel, Portfolio Manager of The Merchants Trust, shares how uncertainty is reshaping investment decisions. “There’s a lot of instability, and a lot of decisions are being put on hold.” Listen to the latest episode of A Value View to hear how global policy shifts are impacting UK-listed companies and what it could mean for investors. https://ow.ly/QHAZ50W8tOx #Investing #Markets #Tariffs #MerchantsTrust #AVVPodcast Marketing communication. Investing involves risk.

When markets become fixated on one area (think - AI), what opportunities are being overlooked elsewhere? In the latest episode of A Value View, Lead Portfolio Manager Simon Gergel explains why the Merchants Trust team doesn’t necessarily need to decide whether a bubble or investment theme is right or wrong. Instead, the team focuses on businesses it understands, including those that may have fallen out of favour while attention is elsewhere. Watch the full episode for more on how a long-term value approach can uncover opportunities away from the market spotlight. Link in comments 👇 Capital at risk. Marketing communication for UK Investors only.

Whether the race to invest in AI is a financial bubble or not, we’ll only know for sure with hindsight. In the latest episode of A Value View, Portfolio Manager Richard Knight looks back at historical financial bubbles and why recognising excessive optimism doesn’t necessarily make it easy to know when the momentum will stop. Using Britain’s 19th-century railway boom as an example, Richard explains how investors can be right about the scale of change, but wrong about the timeframe needed to justify their expectations. Watch the full episode for more on what financial history can teach us about markets today. Link in comments 👇 Capital at risk. Marketing communication for UK Investors only.