Gold is a unique commodity in that its price is not driven primarily by supply and demand dynamics but instead marches to the drum of the global economic environment. The world stage is dominated by …. ….read more here
Traditionally, the listed UK property sector was all about offices, warehouses and shops but, increasingly, residential property is coming into the mix. A couple of weeks ago I looked at two real estate investment trusts (Reits) focused on investments in care homes: Target Healthcare (THRL) and touched on the newly launched Impact Healthcare (IHR). We […]
SQN Asset Finance Income (SQN) has released an announcement that says one of its borrowers failed to make an interest payment scheduled for 31 March. Although SQN didn’t name the borrower, it is obvious from the context and information published elsewhere that it is Suniva, a Georgia and Michigan-based manufacturer of photovoltaic solar cells and […]
Many investors have a bias against funds of funds because they charge management fees on top of the fees being paid to the managers of the funds in their portfolios. Often though, these funds do produce decent performance. One listed fund of funds exemplifies this situation – TR Property (TRY) managed by Marcus Phayre-Mudge only […]
Alliance Trust (ATST) has completed the buyback of Elliott’s stake in the company and removed the immediate threat to its future existence – but now the hard work starts. It will be looking to deliver measurable outperformance of its peer group and its benchmark in order to secure its long-term future. Shareholders are still heading […]
The private equity sector has been going through something of an upheaval over the past couple of years. Many of the funds within it are in wind down mode and new issues in the sector are rare. Epiris, the team behind the success of Electra (ELTA), have been busy selling off its portfolio ahead of […]
This week I thought I would take a look at FastForward Innovations (FFWD). It is not the biggest fund with a market value of £16.8 million, but it does live up to its name as the company and its portfolio is evolving constantly. FFWD is a Guernsey-domiciled investment company born from the ashes of China Growth Opportunities and […]
A few nice words from the chairman of India Capital Growth… Fred Carr, chairman of India Capital Growth, said: “in conjunction with the Investment Manager, the Board has employed the services of Marten and Co to write regular and detailed research on the Company throughout the year. Marten and Co have a broad and growing […]
Shareholders of the £122m Aberdeen Frontier Markets investment company have voted in favour of shifting the trust from a fund of funds mandate to direct investing, while bringing in Devan Kaloo and Joanne Irvine as lead managers. The trust previously followed… you can read more here
Nick Train, one of Britain’s best-known fund managers, has acquired something of a cult following among retail investors and financial advisers in the UK. In the three weeks after meeting Mr Train, I come across two PR executives, one asset management chief executive and several friends who confide they have invested a chunk of their […]
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