Low rates post-2008 spurred demand for stable income, boosting Hypnosis Songs Fund in 2018. After transparency issues in 2021, investors returned in 2023, driving board changes and a bidding war, securing strong returns.
Rather than thinking of financials as UK banks plus a couple of insurance stocks, it might be time to see the sector as more like technology or healthcare. Although clearly different in many respects, they are all major global sectors with varied subsectors that diversify risk and offer superior risk-adjusted returns to the well-known large-cap […]
The world runs on computer chips, and our appetite for them is only increasing. Discover how Monks Investment Trust has invested in some of the big names and lesser-known players in the industry. As with any investment, your capital is at risk. You’re surrounded. From your washing machine and smartphone to your car and microwave […]
Asset Value Investors target undervalued businesses with growth potential and clear catalysts. Their investment in Schibsted unlocked significant value through strategic restructuring, driving exceptional returns.
In this video, Senior Investment Director, Alan Gauld outlines the strategy of the Patria Private Equity Trust (PPET), highlighting the focus on diversified private equity investments, including funds, and direct investments, with a goal of achieving long term returns for its shareholders. This video is supplied by Patria.
From futuristic cars to greener energy, Chinese firms are advancing and creating long-term value for their shareholders. Baillie Gifford investment manager Helen Xiong explains why long-term growth investors ignore China at their peril. As with any investment, capital is at risk. China matters. It’s the world’s second-largest economy, an important source of global demand and has […]
AI’s rapid development and uptake pose a growing resource challenge. However, companies creating the solutions to tackle that challenge offer a growing opportunity for investors, even as the technology itself can help shape environmental markets. Executive Summary AI is already proving invaluable in enabling climate solutions, for example in energy efficiency, environmental technologies and forecasting. […]
The Scottish Mortgage team explains why investing in private companies gives shareholders access to the most innovative and unique growth opportunities globally. Capital at risk.
In the age of AI, having a leader with technical expertise can make all the difference. Scottish Mortgage manager Tom Slater explores how Meta, Shopify, Roblox and Spotify all benefit from chief executives with deep understanding of developing technologies. As with any investment, your capital is at risk. In combat, the US Air Force follows […]
The webinar discusses the growing potential for Vietnam to participate in the global IT and semiconductor supply chain and features Nguyen Khai Hoan of FPT Corporation, Vietnam Holding’s largest portfolio holding.
