- 02 July 2026
A decade after Brexit, could UK equities be poised for a bounce back?
A contrarian approach to UK Equity Income
- PROFESSIONAL INVESTORS
- Visit
- 17.12.25
Most UK equity income funds chase the same high-yielding names. Jeremy Smith, Portfolio Manager, CT UK Equity Income Fund, Columbia Threadneedle Investments, explains how his £5bn strategy targets undervalued UK companies going through transformational change.
Smith targets companies that have significantly underperformed over three years and show dislocations from long-term valuations.
"We're trying to find good businesses that no one else is interested in," Smith says. "If these businesses transform from a caterpillar into a butterfly, we hold on to them for their compounding benefits."
Read the interview for Jeremy's perspective on:
- What the strategy looks like in practice
- An example of a high-conviction holding and the thesis behind it
- Balancing reliable income with capital growth
- Which type of investor would benefit from the strategy
