Oryx International Growth : OIG

Research History

• 03 Nov 2022 8 min read

  QuotedData’s Investment Companies Roundup – November 2022

  Investment Companies Monthly Roundup Kindly sponsored by Baillie Gifford and abrdn November 2022 Monthly  |  Investment companies   Winners and losers in October 2022 Many equity markets recovered some of the ground lost in September. The swift departure of Liz Truss and her unfunded tax cuts helped the UK stock market and sterling. North America […]

• 10 Aug 2020 7 min read

  QuotedData’s Investment Companies Roundup – August 2020

  Investment Companies Roundup Kindly sponsored by Baillie Gifford and Aberdeen Standard Investments  Table of contents  New research Performance data Discounts and premiums Money in and out Major news stories Income Events Guide Appendix – Performance by sector full list  New research Here is a list of research we published over July: Seneca Global Income & Growth – […]

• 07 Feb 2020 7 min read

  QuotedData’s Investment Companies Roundup – February 2020

  Investment Companies Roundup Kindly sponsored by Baillie Gifford  Table of contents  New research In this issue Performance data Discounts and premiums Money in and out Major news stories Income Events Guide  New research  Here is a list of research we published over January: An annual overview note on Shires Income (SHRS) “Shires Income (SHRS) will […]

• 06 Dec 2019 6 min read

  QuotedData’s investment companies roundup – December 2019

  Investment Companies Roundup Kindly sponsored by Baillie Gifford  Table of contents  New research In this issue Performance data Discounts and premiums Money in and out Income Events  New research  Here is a list of research we published over November: An initiation note on Henderson High Income “We have initiated coverage on Henderson High Income (HHI). Since […]

• 07 Aug 2019 5 min read

  QuotedData’s economic roundup – August 2019

  Economic & Political Roundup A collation of recent insights on markets and economies taken from the comments made by chairmen and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to encourage you to buy or sell any of the […]

• 15 Aug 2018 1 min read

  QuotedData’s Economic round up – August 2018

  QuotedData’s Economic round up – August 2018 is a collation of recent insights on markets and economies taken from the comments made by chairmen and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to encourage you to buy or sell […]

News

• 07 Jul 2025 2 min read

  Oryx’s Chris Mills buoyed by ‘beginnings of capital repatriation’ to UK’s beleaguered small companies

  After a disappointing year, Oryx International fund manager and small company activist pins hope on UK revival continuing in response to Trump turmoil. Oryx International Group (OIG), the £169m global smaller companies trust run by activist Chris Mills, has reported a “disappointing” 2.4% drop in assets for the year to 31 March but is encouraged […]

• 30 May 2025 3 min read

  Betting on a small cap revival

  It was great this week to talk to three managers who are investing in UK small and medium-sized companies – if you missed it, you can watch the recording back here. Their message seems to be that portfolio companies are trading well, and coping with a macroeconomic environment that has at times been unhelpful, yet […]

• 05 Feb 2025 4 min read

  QuotedData’s morning briefing 5 February 2025 – TPOU, RKW, MGCI, JEMA, CGL, DGN, OIG, CREI, AIRE, LABS, THRL, HGEN

  In QuotedData’s morning briefing 5 February 2025: Third Point Investors has published its investor letter for Q4 2024. Third Point’s flagship Offshore Fund achieved a 9.1% gain in Q4 2024 and 24.2% for the full calendar year. Returns for the full year were driven by positive results across all strategies, including equities, corporate and structured […]

• 01 Nov 2024 3 min read

  Jury is out on Reeves’s bumper tax-grab budget

  QD view: The budget has been dominating headlines this week. We set the scene and covered the big changes in the budget earlier in the week. The question is, what effect will this have on the UK economy and the trusts that are exposed to it? National Insurance hit to big employers This week’s interview […]

• 31 Oct 2024 2 min read

  QuotedData’s morning briefing 31 October 2024 – AUGM, NBDX, NBDG, CREI, AIRE, OIG

  In QuotedData’s morning briefing 31 October 2024: Augmentum Fintech says nCino, a NASDAQ listed US digital banking platform, has agreed to acquire FullCircl. The deal implies a £6m valuation for Augmentum’s stake, which represents a 75% increase on the last published valuation of £3.4m as at 31 March 2024. Augmentum Fintech first acquired its interest […]

• 30 Oct 2024 1 min read

  QuotedData’s morning briefing 30 October 2024 – NBPE, HHI, OIG, UKW

  In QuotedData’s morning briefing 30 October 2024: NBPE announced that the company will request the admission to and trading of the 2024 zero dividend preference shares be cancelled. The cancellation will follow the redemption of the 2024 zero dividend preference shares, with effect from 12:00 pm on 30 October 2024. As previously announced, the maturity […]

• 04 Jul 2024 1 min read

  Widening discount wipes out gains for Oryx shareholders

  Oryx International Growth’s results for the 12 months ended 31 March 2024 show the trust generating an NAV uplift of 12.2%. However, the share price fell by 1.8% as the discount widened from 19.0% to 29.1%. There is no dividend. The manager notes that performance was driven by takeovers or offers for significant parts of […]

• 09 Oct 2023 1 min read

  QuotedData’s morning briefing 9 October 2023 – OIG, AEWU, AGR

  In QuotedData’s morning briefing 9 October 2023: Oryx International Growth (OIG) provided an update on the proposed bids for its holdings in Tribal Group, Pendragon, and Smoove. The offer for Tribal Group represents an approximate 41% premium to the recent share price and would return circa £14.8m in cash to OIG upon completion, representing an […]

• 06 Jul 2023 2 min read

  Oryx International buoyed by takeovers

  Oryx International Growth reports a 5.9% decline in its NAV over the 12 months ended 31 March 2023. By comparison, benchmark indices fell by 19% on average. The second half of the period was better than the first, with a second half gain of 9.8% offsetting a first half fall of 14.6%. There is no […]

• 08 Jul 2022 2 min read

  Oryx International Growth reports on a disappointing year

  Oryx International Growth (OIG) has announced its annual results for the year ended 31 March 2022, during which its NAV fell by 4.57% in what its investment adviser, Harwood Capital, describes as a disappointing year. The adviser says that the portfolio was hampered by a reversal in bond market sentiment towards the biotech and healthcare […]

• 17 Dec 2021 3 min read

  QuotedData’s morning briefing 17 December 2021

  In QuotedData’s morning briefing 17 December 2021: Oryx International Growth (OIG) has published its interim results for the six months ended 30th September 2021. Both the chairman’s and manager’s statement are impressively succinct, so there’s surprisingly little that we can say here. However, we can report that during the period, OIG’s NAV has increased by […]

• 13 Dec 2019 1 min read

  QuotedData’s other news 13 December 2019

  In QuotedData’s other news 13 December 2019 – Oryx International Growth (OIG) delivered NAV total returns of 9% over its interim period to 30 September 2019. During the same period, OIG said the relevant smaller companies’ index reported a decline of approximately 7%. The board of Schroder UK Public Private Trust, previously Woodford Patient Capital […]

• 25 Jul 2018 1 min read

  Oryx International Growth reports positive year

  Oryx International Growth reports positive year – Oryx International Growth has reported a 10% increase in its NAV for the year ended 31 March 2018. The board does not propose paying a dividend. The manager reports that “The rise in the net asset value was positively impacted by the takeovers of Quantum Pharma and Servelec at the […]

• 13 Dec 2016 1 min read

  Oryx run of outperformance continues

  Oryx International Growth reports that for the six months ended 30 September 2016 its net asset value rose by 10.7%, beating the Small Cap Index by over 4.5%. The rise in the NAV over the last five years now equals 114% as against 77% for the index. The report says that the increase in the net […]

• 05 Jul 2016 1 min read

  Another good year for Oryx

  Over the year to the end of March 2016 Oryx International Growth‘s net asset value rose by 21.3% as compared to a fall of 0.8% in the AIM Index. Gleeson’s share price rose 50% following better than expected results, while Journey Group share price rose 46%, following successful new contracts with Fedex and extensions with […]

• 01 Jun 2016 1 min read

  Takeovers boost Capital Gearing

  Capital Gearing Trust says, as at 5 April 2016, the net asset value per share was 3,382p compared to 3,297p a year earlier. Although an increase across the year of 2.6% might be seen as modest, this achievement is more creditable when measured against, for example, the decline in the FTSE All-Share Index of 9.3% […]

• 21 Dec 2015 3 min read

  Henderson Alternative Strategies sees performance pick up in second half

  Henderson Alternative Strategies Trust has announced its annual results for the year ended 30 September 2015. During the period, the Company delivered a NAV total return of -5.0% compared with a 0.8% rise in its FTSE World Total Return Index global equity benchmark. However, the board say that they are very encouraged to see that […]

• 20 Nov 2015 1 min read

  Impressive performance from Oryx

  Oryx International Growth Fund reports a 15.5% increase in its NAV and a 25.4% increase in its share price over the six months ended 30 September 2015. This is a great result considering the FTSE AIM Index rose by just 1.3% and the FTSE Small Cap. fell be 2.5% over the same period. The managers […]

• 11 Sep 2015 1 min read

  North Atlantic Smaller more than 10% ahead of UK market

  North Atlantic Smaller Companies generated an 11.8% return on net assets for the six months ended 31 July 2015, well ahead of the return on comparable indices such as the S&P 500 which returned 1.7%, the Russell 2000 which returned 2.5% or the FTSE All-Share which returned 0.9%. The share price appreciated by 10.7%. The […]

• 13 Jul 2015 2 min read

  Oryx extends ten year lead over FTSE Small Cap

  Oryx International Growth outperformed both the FTSE Small Cap. and the AIM Index over the year that ended on 31 March 2015, producing a total return on net assets of 5.2% vs. 2.8% for the FTSE Small cap. and -15.8% for the AIM Index. This result builds on the company’s good track record of recent […]

• 15 Jun 2015 1 min read

  Impressive year for Fidelity China

  Fidelity China Special Situations has announced results for the year ended 31 March 2015 that show the the Company’s NAV increased by 45.3% and the share price by 39.9%. The NAV outperformed the Benchmark Index, the MSCI China Index in sterling terms, by 6.0%. The dividend is being increased from 1.15p to 1.3p. The biggest […]

• 22 May 2015 2 min read

  Henderson value trust underperformance masks portfolio developments

  Henderson Value Trust interim results for the half-year ended 31 March 2015 show a NAV total return of 0.4% which compares against a 12.4% rise in its FTSE World Index benchmark. However, the managers that this this masks some encouraging developments within the investment portfolio. They say that new investments made by Henderson, which were in […]

• 21 Nov 2014 1 min read

  Henderson Value Trust continuation vote looms

  HVTR : Henderson Value Trust continuation vote looms At this year’s AGM shareholders of Henderson Value Trust will be asked to approve the continuation of the company in its current form. The company’s year end results make disappointing reading for shareholders but the Board is adamant that things are on an improving trend and the […]

• 02 Jul 2014 1 min read

  Oryx International Growth : OIG – results

  Over the year to the end of March 2014, Oryx International Growth’s net asset value rose by 43.1% – outpacing the FTSE Small Cap Index by some margin (the index returned 17.5%). The main drivers of performance within the quoted portfolio were Essenden (the ten pin bowling company), up 200%; MJ Gleeson, up over 90%; Goals Soccer Centres, up over […]

In The Press

• 10 Mar 2025 1 min read

  Investment trust insider on Achilles and North Atlantic Smaller

  Investment trust insider on Achilles and North Atlantic Smaller – James Carthew: Activist Achilles and the wide discounts on Chris Mills’ other trusts Our columnist responds to questions about how recently-launched Achilles can attack other trusts for being on discounts when North Atlantic Smaller Companies, run by one of the same managers, trades one-third below […]

• 22 Jun 2023 2 min read

  Home Truths

  James Carthew for Portfolio Adviser, 21 June 2023: For many years, there was a tendency among UK-based investment managers and financial advisers to overweight domestic stocks within client portfolios. As a result, we saw a proliferation of investment companies with a narrow focus on UK-listed businesses. Today, 54 investment companies have a listed UK equity […]

• 23 Dec 2021 1 min read

  WI Daily: The best performing UK trusts of 2021

  What Investment, Rory Palmer, 7 DEC 2021: Last week I looked at the top performing funds in the IA Global sector, with energy strategies and blockchain ETFs coming out on top. Now it’s time to look a little closer to home at the closed-ended vehicles in the UK that have had a stellar 2021. The […]

• 25 Aug 2020 1 min read

  Small stocks could help you sail through

  Small stocks could help you sail through the increasingly choppy waters of investments opportunities By ROSIE MURRAY-WEST, FINANCIAL MAIL ON SUNDAY PUBLISHED: 22:00, 15 August 2020 | UPDATED: 12:41, 16 August 2020 Some say small is beautiful, but if you have ever been on a yacht in a big storm, you will know it can be stomach-churning as well. That […]

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