Register Log-in Investor Type

Our Research

RSS Feed
Today

QD view – What goes down must come up?

The UK has become a bit of punching bag in recent times, stumbling from one crisis to another while presiding over an economy stuck in neutral. In many respects, it’s of little surprise its benchmark index has trailed the MSCI All Countries World index by almost 50% over the last five years. Of late, stubborn […]

Today

RTW Biotech had a great 2023

RTW Biotech Opportunities had a great year in 2023, returning 23.5% in NAV terms and 16.0% in share price terms, both well ahead of the 10.6% return posted by the Russell 2000 Biotech index and even further ahead of the 3.7% return generated by the Nasdaq Biotech Index. Some highligts: During the year ended 31 […]

Today

VH Global buys Australian solar sites

VH Global Sustainable Energy Opportunities has agreed to acquire and build two fully-permitted solar PV sites with co-located battery energy storage systems in New South Wales, Australia for a total consideration of £16.9m. This investment is part of the Australian solar PV and storage investment programme that was announced on 2 August 2021. With this […]

Today

Schroder Capital Global Innovation encouraged by positive Q4 move

Schroder Capital Global Innovation reports an 11.2% fall in its NAV over 2023, but is encouraged by the positive NAV move in the final quarter of the year. The share price fell by 5.3% as the discount narrowed, helped by buying back 45.1m shares. The negative performance during the first three quarters of the year […]

Today

India Capital Growth serves up great absolute but poor relative returns

India Capital Growth Fund reports NAV growth of 28.6% and share price growth of 34.1% for 2023. However, the benchmark S&P BSE Midcap Total Return Index rose by 38.4% The share price discount to NAV narrowed over the year to just over 3.9% at the year end. The board intends to continue to repurchase shares […]

Today

International Public Partnerships results light on crucial detail

International Public Partnerships says that over 2023 its NAV fell by 4.1% to 152.6p [like BBGI, it doesn’t say what the NAV total return was, it was 1.0%, and while there is room to say that the share price correlation with the All-Share is just 0.4, there wasn’t room to say that the return to […]

Today

BBGI can’t pretend that 2023’s results were good

BBGI Global Infrastructure’s NAV total return for 2023 was 3.9% [we had to work that out, for some reason, the company went out of its way to avoid saying it, resorting to publishing an annualised NAV return since IPO instead, but if you think that’s odd, the really damning thing is the absence of any […]

Please review our cookie, privacy & data protection and terms and conditions policies and, if you accept, please select your place of residence and whether you are a private or professional investor.

You live in…

You are a…