24 Sep2025
Lindsell Train Investment Trust – Durability in times of volatility
24 Sep2025
Lindsell Train Investment Trust – Durability in times of volatility
24 Sep2025
Lindsell Train Investment Trust – Durability in times of volatility
22 Sep2025
European Opportunities Trust – European winners, global exposure
22 Sep2025
European Opportunities Trust – European winners, global exposure
Saba Capital has increased its position in Smithson (SSON) to 15% from the 14.1% the activist hedge fund revealed a month ago. It now holds over 16.4m voting rights in Terry Smith’s £1.7bn global smaller companies investment trust on a 9% discount. International Biotechnology Trust (IBT) and RTW Biotech Opportunities have benefited from another acquisition […]
Maven Renovar VCT (MRV), the former Amati AIM venture capital trust, has said it will not fund raise in the current financial year following shareholders’ failure to approve a change in the investment policy for Maven Capital Partners which it controversially appointed in May. In a revolt at the VCT’s decision to sack smaller companies […]
Saba Capital’s holding in Herald (HRI) has strayed further above the 30% threshold it passed in July. The activist hedge fund now owns just over 31% of Katie Potts’ £1.2bn global technology trust resulting from its unsuccessful attempt to oust the board at the start of the year. The increase from just over 30% is […]
The average real estate share price was flat in September, a welcome respite after a couple of bruising months of losses, although persistent inflation and high gilt yields continue to cloud the outlook. There were some big winners and losers in the month. Best performing funds in price terms (%) PRS REIT 11.5 Alternative […]
Activist hedge fund Saba Capital has intensified pressure on Gore Street Energy Storage (GSF) by taking a 5% stake in the international battery fund. Shares in the £293m investment company rose 1.7% to 59p on Wednesday afternoon, slightly narrowing their wide 44% discount to asset value, after Saba disclosed a holding of over 25.3m voting […]
Partners Group Private Equity (PEY) is to launch its first share buyback programme in over 11 years this month in response to its chronic 22% share price discount. Following the sales in July of PCI Pharma Services, its largest investment, and Techem, its seventh largest investment, the £740m investment company says distributions this year will […]
Infrastructure Capital, a New York boutique, has bypassed the buoyant market in London-listed debt funds to launch the first actively managed Dublin-based exchange traded fund (ETF) investing in US preferred shares. The Infrastructure Capital Preferred Income Ucits ETF has been listed by ETF provider HANetf on the London Stock Exchange under the PFFI ticker as […]
It is that time of year again when we ask for your views on which investment companies and managers are doing the best job for you. Once again, to reward you for your efforts, we are offering one lucky reader the chance of winning £5,000. As we did last year, we compiled some performance statistics […]
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