Smithson (SSON) has published its manager’s review for the year ended 31 December 2023, during which its net asset value per share (NAV) increased by 13.3% and its share price increased by 8.2%. In comparison, the MSCI World Small and Mid-Cap Index (‘SMID’), SSON’s reference index, increased by 9.1% during the same period. 2023 saw […]
In QuotedData’s morning briefing 19 January 2024: Octopus Renewables Infrastructure Trust (ORIT) has announced that it has terminated its option to acquire 175MW of ready-to-build solar projects in Spain. ORIT originally entered into a conditional acquisition agreement over the sites in 2020, but having reassessed the projects “on a risk-adjusted basis” and taking into account […]
Tuesday this week (9 January), saw the announcement that Ben Whitmore, a star investment manager at Jupiter focused on value equities, would be leaving to set up his own investment management firm. This is no small development for Jupiter as Ben is a popular manager responsible for a significant portion of the firm’s AUM (he […]
In QuotedData’s morning briefing 12 January 2024: Pantheon International (PIN) has agreed a private placement of US$150m (£118m equivalent) of loan notes that have been structured over different maturities of 5, 7 and 10 years, resulting in a weighted average maturity of 6.9 years. PIN says that the loan notes were three times oversubscribed at […]
As we begin another year here at QuotedData, we thought we’d have some fun and challenge our analysts to come up with some ideas for investment companies that they like and think could do well over the course of 2024. To keep things interesting, each analyst has been asked to select two ideas – one […]
RIT Capital Partners (RCP) has announced that, after an extensive international search, Maggie Fanari will take up the role of CEO of its investment manager, J Rothschild Capital Management Limited, (JRCM) in March 2024. Maggie has long experience of leading successful teams investing across asset classes and geographies in one of the largest and most […]
Octopus Renewables Infrastructure Trust (ORIT) and Aquila European Renewables (AERI) have made announcements in relation to proposals for a merger between the two companies that could create one of the largest LSE listed diversified renewable energy investment trusts. However, in its response, AERI, says that the proposals from ORIT were unsolicited and that “together with […]
Bluefield Solar Income Fund (BSIF) has announced that it has signed a memorandum of understanding between it and GLIL Infrastructure (GLIL) to form a long-term strategic partnership which commits it and GLIL to investing together into UK focused solar assets, from development through to operational plants. GLIL is a partnership of UK pension funds, investing […]
Schroders Capital Global Innovation (INOV) has announced that its portfolio company Carmot Therapeutics Inc., a clinical-stage biotechnology company dedicated to developing life-changing therapeutics for people living with metabolic diseases including obesity and diabetes, entered into a definitive agreement to be acquired by Roche, on 3 December 2023. Roche is acquiring Carmot at a purchase price […]
Barings Emerging EMEA Opportunities (BEMO) has announced its annual results for the year ended 30 September 2023, during which it provided an NAV total return of 0.5% and a share price total return of -8.8%, which compare to a return on its benchmark of -3.4%. The NAV’s outperformance can largely be attributed to stock selection […]
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