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
By the time the concept of speed dating emerged, I had settled down, so the whole idea had passed me by, that was, until last week. In a format more often associated with romance than finance, a small group that included journalists, and analysts such as me, were given the opportunity to sit down with […]
Crystal Amber Fund (CRS) has reported further progress in its wind-down strategy for the year ended 30 June 2025, highlighted by a successful exit from De La Rue and regulatory approval for its key holding Morphic Medical Inc (MMI). After £9.1m of share buybacks and a £1.4m net loss, total NAV declined to £116.2m from […]
Hg, the manager of HgCapital Trust (HGT), has agreed the sale of GTreasury, which it describes as a global leader in adaptable treasury solutions for the Office of the CFO, to Ripple, the digital asset infrastructure group, in a transaction valuing GTreasury at over US$1 billion. The deal, which remains subject to customary regulatory approvals, […]
Bellevue Healthcare Trust (BBH) has published a circular and notice of general meeting to seek shareholder approval for renewed authority to repurchase its own shares in support of its zero discount policy. The policy, introduced in April 2025, aims to ensure the trust’s share price trades close to net asset value (NAV) in normal market […]
Sequoia Economic Infrastructure Income (SEQI), the £1.2bn high yielding debt fund, has finally drawn a line under the collapse of Bulb Energy that contributed to a derating in its shares four years ago. In its monthly valuation update the investment company said “successful settlements in the full recoverability” of the £55m secured loan to Bulb […]
UK smaller companies funds Strategic Equity Capital and JPMorgan UK Small Cap Growth & Income made little overall headway in their latest financial years but express confidence that their sector offers “compelling” returns in future. Strategic Equity Capital (SEC), the £161m UK smaller companies investment company that saw 22% of shares tendered this month, had […]
Biotech Growth (BIOG) is ploughing on with share buybacks in the hope investors will soon sit up and notice the startling recovery in its shares. Since early April, when the investment trust had tumbled to more than a six-year low on Trump tariff fears, the shares have shot up 77%, lifting its market valuation to […]
Last month was a great one for investment companies exposed to gold, biotechnology, emerging markets and corporate actions aimed at restoring shareholder value. Infrastructure fund prospects look less than golden with high interest rates and declining power price forecasts, but one £422m renewables portfolio perhaps deserves a closer look with shares on a wide 35% […]
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