Overview
BlackRock Greater Europe aims to achieve capital growth through investment in a focused portfolio constructed from a combination of the securities of large, mid and small capitalisation European companies with some investment in the developing markets of Europe. BlackRock Greater Europe has the flexibility to invest in any country included in the FTSE World Europe ex UK Index, as well as the freedom to invest in developing countries not included in the Index but considered by the Manager and the Directors as part of greater Europe. The policy is that the portfolio should consist of approximately 30-70 securities and the majority of the portfolio will be invested in larger capitalisation companies, being companies with a market capitalisation of over €5 billion
Fundamentals
Price
Research History
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13 Oct 2023 10 min read
QuotedData’s Investment Companies Roundup – October 2023
October 2023 Monthly roundup | Investment companies Kindly sponsored by abrdn Winners and losers in September 2023 September was defined by the ongoing US bond selloff, with global markets trending down in sympathy. Investment trust returns were negative on average for the month, although several sectors still achieved positive returns. The Royalties sector was the […]
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09 Mar 2023 64 min read
QuotedData’s Economic and Political Monthly Roundup March 2023
Economic and Political Monthly Roundup Investment companies | Monthly | March 2023 A collation of recent insights on markets and economies taken from the comments made by chairs 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 […]
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09 Feb 2023 40 min read
QuotedData’s Economic and Political Monthly Roundup February 2023
Economic and Political Monthly Roundup Investment companies | Monthly | February 2023 A collation of recent insights on markets and economies taken from the comments made by chairs 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 […]
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07 Dec 2022 64 min read
QuotedData’s Economic and Political Monthly Roundup December 2022
Economic and Political Monthly Roundup Investment companies | Monthly | December 2022 A collation of recent insights on markets and economies taken from the comments made by chairs 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 […]
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07 May 2020 4 min read
QuotedData’s Economic Roundup – May 2020
Economic & Political Roundup Kindly sponsored by Allianz 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 […]
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24 Jan 2020 20 min read
QuotedData’s Investment Companies Annual Review – 2019
In this issue The sector at the end of 2019 Performance data Performance by sector and fund Money in and out of the sector Money in and out of existing funds Money coming into existing funds Money going out of existing funds Liquidations, de-listings and trading cancellations Significant rating changes Major news stories Outlook for […]
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12 Nov 2019 1 min read
QuotedData’s economic roundup – November 2019
Economic & Political Roundup
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05 Jul 2019 3 min read
QuotedData’s investment companies roundup – July 2019
Investment Companies Roundup New research Over June, we published notes on CQS Natural Resources Growth and Income, Standard Life Private Equity and Shires Income. You can read all these notes by clicking on the links above or by visiting www.quoteddata.com. In this issue Performance data – there was a greater appetite for risk in June as […]
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13 Nov 2018 1 min read
QuotedData’s economic roundup – November 2018
QuotedData’s economic roundup – November 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 any […]
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11 Jul 2018 1 min read
QuotedData’s investment companies roundup – July 2018
QuotedData’s investment companies roundup – July 2018 is our latest roundup of news; price, NAV and discount movements; flows in and out of the sector and report on full year dividends announced over the month of June 2018. Kindly sponsored by Baillie Gifford. July Investment Companies Roundup Money raised and returned in June Newcomer to the market, Yew Grove […]
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11 May 2018 1 min read
QuotedData’s Economic round up – May 2018
QuotedData’s economic round up – May 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 […]
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18 Apr 2018 1 min read
QuotedData’s Economic round up – April 2018
QuotedData’s economic round up – April 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 […]
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18 Jan 2018 1 min read
QuotedData – 2017 review of the year
QuotedData – 2017 review of the year – Many commentators, including us, were wary going into 2017. In the event, economic growth and markets surprised on the upside: US markets hit new highs despite three interest rate rises. Perceived low/no growth areas such as Europe and Japan burst into life. Asia’s technology stocks surged. India’s […]
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10 Jan 2018 2 min read
QuotedData investment companies roundup – January 2018
QuotedData investment companies roundup – January 2018 – is our latest roundup of news; price, NAV and discount movements; flows in and out of the sector and report on full year dividends announced over the month of December 2017. Kindly sponsored by Baillie Gifford. January Investment Companies Roundup Winners and losers in December Infrastructure India’s share price […]
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10 Nov 2017 1 min read
QuotedData investment companies roundup – November 2017
QuotedData investment companies roundup – November 2017 – is our latest roundup of news; price, NAV and discount movements; flows in and out of the sector and report on full year dividends announced over the month of October 2017. Kindly sponsored by Baillie Gifford. November Investment Companies Roundup Globalworth Real Estate’s discount was eliminated after it announced […]
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2 min read
QuotedData’s economic round up – November 2017
QuotedData’s economic round up – November 2017 – 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 […]
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12 Jul 2017 2 min read
QuotedData investment companies roundup – July 2017
QuotedData investment companies roundup – July 2017 – is our latest roundup of news; price, NAV and discount movements; flows in and out of the sector and report on full year dividends announced over the month of June 2017. Kindly sponsored by Baillie Gifford. July Investment Companies Roundup Money raised in July Newly launched in June were […]
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16 May 2017 1 min read
QuotedData’s economic round up – May 2017
QuotedData’s economic round up – May 2017 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 […]
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08 Nov 2016 1 min read
QuotedData investment companies roundup – November 2016
Our latest roundup of news; price, NAV and discount movements; flows in and out of the sector and report on full year dividends announced over the month of October 2016. november-investment-companies-roundup-2
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1 min read
QuotedData’s round up of views on the global economy – November 2016
QuotedData’s collation of recent insights on markets and economies taken from comments made by chairman and managers of investment companies. november-economic-and-political-roundup
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16 Dec 2013 1 min read
Quoted Fund weekly issues and repurchases
Each week we’ll let you know which funds are growing and which are shrinking – please see the attached pdf: 131216-issues-and-repurchases
News
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07 May 2025 3 min read
QuotedData’s morning briefing 7 May 2025 – BRGE, PPET, RSE, BBGI, PINT, GCL
In QuotedData’s morning briefing 7 May 2025: [QD comment MR: With under 4% of shares tendered and just under two weeks to go, the offer faces a tough path to reaching the 90% threshold. We had thought that with the final regulatory hurdles cleared and the offer deadline approaching that there might be an uplift […]
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02 May 2025 5 min read
Any port in a tariff storm – Performance of investment styles during past recessions
Trump’s presidency is now 100 days old and, while it is still early days, this milestone is seen as a point of reflection on a new president’s tone and approach, which is perhaps more useful than not, given Trump and team’s willingness to move fast and break things. The mood certainly feels ominous: while some […]
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22 Jan 2025 3 min read
BlackRock Trusts off limits for Saba until at least 2027
Separately, the boards of BlackRock World Mining (BRWM), BlackRock Energy and Resources Income (BERI), BlackRock American Income (BRAI) and BlackRock Smaller Companies (BRSC) have all issued statements this morning that say they have entered into agreements with Saba Capital Management LP, under which Saba has given a number of undertakings to each trust as follows: […]
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20 Sep 2024 4 min read
Much more to Europe than dynamic duo
A lot has been made of the concentration in the US market, but the concentration of European markets has been less widely discussed. Just as the S&P 500 has been focused on a handful of large cap companies linked to a narrow theme, the MSCI Europe also has a significant weighting to Novo Nordisk and […]
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22 Mar 2024 1 min read
QuotedData’s morning briefing 22 March 2024 – BRGE, RGO
In QuotedData’s morning briefing 22 March 2024: BlackRock Greater Europe (BRGE) is not going implement its semi-annual tender offer in May 2024. Over the six months to 29 February 2024, the average discount to net asset value (cum income) (NAV) was 6.3%. However, as the discount to NAV on a cum income basis (diluted for […]
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08 Nov 2023 2 min read
Impressive returns for BlackRock Greater Europe
BlackRock Greater Europe Investment Trust (BRGE) announced its annual results for the 12 months to 31 August. The company’s NAV returned 19.2% and the share price return was 17.1%, in comparison to the benchmark FTSE World Europe ex UK Index which returned 15.8% over the same period. As at 31 August 2023, the company’s NAV […]
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28 Sep 2023 2 min read
QuotedData’s morning briefing 28 September 2023 – BRGE, USF, RSE, AERI, ASLI, UKCM, SERE
In QuotedData’s morning briefing 28 September 2023: BlackRock Greater Europe (BRGE) says that Alexandra Dangoor is being made co-portfolio manager, alongside lead manager Stefan Gries. The effective date for this appointment will be from close of business on 29 September 2023. Alexandra joined the BlackRock Fundamental European Equity Team in 2019 after two years in […]
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18 Apr 2023 2 min read
QuotedData’s morning briefing 18 April 2023
Foresight Sustainable Forestry (FSF) announced the publication of its first dedicated ESG report. The report outlines the company’s ambitious sustainability and ESG vision and provides stakeholders with an update on the company’s delivery against its key sustainability and ESG objectives over the period ended 30 September 2022. With the release of this document, the company […]
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23 Mar 2023 3 min read
QuotedData’s morning briefing 23 March 2023
In QuotedData’s morning briefing 23 March 2023: Gulf Investment Fund (GIF) has launched its latest 100% tender offer. Shares that are tendered will be put into a realisatin pool on 12 April, the pool liquidated and the proceeds (less about $100,000 of expected tender offer costs) returned to shareholders. There is a minimum size threshold […]
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21 Dec 2022 1 min read
Stefan Gries becomes sole manager of BlackRock Greater Europe
BlackRock Greater Europe (BRGE) has announced that Stefan Gries has become the manager of its portfolio, effective immediately. Sam Vecht, Managing Director in BlackRock’s Global Emerging Markets Equities team, will be stepping aside from his role as co-portfolio manager, which apparently reflects the current focus and asset allocation within the portfolio. About Stefan Gries Stefan […]
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02 Dec 2022 4 min read
QD view – Investing in Europe at a time of recession
Recession now appears inevitable across much of Europe – and may already have started. A grim winter of potential fuel shortages and economic disruption looms. However, the impact for stock markets is not clear-cut. With a range of styles in the European sector, could one prevail over another in the tough year ahead? There has […]
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04 Nov 2022 8 min read
BlackRock Greater Europe’s results show impact of Russian exposure
BlackRock Greater Europe (BRGE) has published its annual results for the year ended 31 August 2022. During the period, BRGE’s NAV decreased by 29.2%, significantly underperforming its reference the FTSE World Europe ex UK Index (the reference index), which BRGE says fell by 11.5%. Some of this underperformance was directly attributable to the write down […]
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11 May 2022 1 min read
QuotedData’s morning briefing 11 May 2022
In QuotedData’s morning briefing 11 May 2022: BlackRock Greater Europe (BRGE) has posted its interim results for the six months to 28 February 2022. During this time, the trust’s NAV was down 20% while its share price was down 21.8%. This compares with a 7.8% fall from its benchmark. Exposure to Russian holdings at 28 […]
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03 Mar 2022 2 min read
QuotedData’s morning briefing 3 March 2022
In QuotedData’s morning briefing 3 March 2022: MSCI has decided to remove Russian securities from its indices. MSCI Russia Indexes will be reclassified from Emerging Markets to Standalone Markets status. The reclassification decision will be implemented in one step across all MSCI Indexes, including standard, custom and derived indexes, at a price that is effectively […]
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05 Nov 2021 6 min read
BlackRock Greater Europe performance drives share reissuance
BlackRock Greater Europe (BRGE) has announced its annual results for the year ended 31 August 2021, which its chairman, Eric Sanderson, describes as having been a very successful one, with regard to excellent absolute returns and also relative to BRGE’s reference index, which he says has resulted in significant demand for BRGE shares. Since the […]
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23 Oct 2020 7 min read
Another strong year of outperformance for BlackRock Greater Europe
BlackRock Greater Europe (BRGE) has announced its annual results for the year ended 31 August 2020, during which the company has provided a strong year of outperformance. According to BRGE, it provided an NAV total return of 16.9%, outperforming its reference index, the FTSE World Europe ex UK Index, which returned 0.7%, while its share […]
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24 Mar 2020 1 min read
QuotedData’s morning briefing 24 March 2020
In QuotedData’s morning briefing 24 March 2020: UK goes into lock down, following a number of other European countries BlackRock Greater European will not hold a tender offer in May 2020, reasoning that the discount was under control ahead of the recent volatility Jupiter US Smaller Companies was beating its benchmark at 31 January 2020 […]
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23 Oct 2019 4 min read
BlackRock Greater European outperforms
BlackRock Greater European outperforms – Over the year to 31 August 2019, its NAV increased by 6.3%, outperforming the World Europe ex UK Index which rose by 4.8%. The share price increase was even better, rising by 7.9% over the same period. The dividend was increased slightly from 5.75p to 5.85p. Some of that is being […]
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26 Oct 2018 3 min read
BlackRock Greater Europe has a great year
BlackRock Greater Europe has a great year – BlackRock Greater Europe Investment Trust has announced results for the year ended 31 August 2018. The NAV increased by 11.8%, well ahead of a rise of 1.4% in the World Europe ex UK Index. The share price rose by 12.5% over the same period. The revenue return per share amounted to 5.95p per […]
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18 Dec 2017 1 min read
Investment Trust Insider on Biotech
Investment Trust Insider on Biotech – inspired by the launch of our biotech news service on QuotedData, I wrote something for Citywire that looks at some of the exciting stories that have been published just in the last couple of weeks. James Carthew: biotech boom boosts generalist trusts This week I am returning to the […]
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23 Oct 2017 3 min read
BlackRock Greater European exploring South African listing
BlackRock Greater European exploring South African listing – BlackRock Greater European says that, during the year to 31 August 2017, its net asset value per share increased by 23.0%, compared with a rise of 26.0% in the World Europe ex UK Index. The share price rose by 22.9% over the same period. The chairman’s statement says that […]
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20 Jun 2017 2 min read
Stefan Gries appointed co-manager of BlackRock Greater Europe
BlackRock Greater Europe has announced that it has been informed that Vincent Devlin, co-portfolio manager of the Company, will be stepping down as portfolio manager. Stefan Gries, a senior Director within the BlackRock’s European Active Equity team has been appointed co-portfolio manager alongside Sam Vecht, who retains principal responsibility for the Company’s emerging European portfolio. […]
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07 Feb 2017 1 min read
All trust sectors bar one made money in ’16
UK Smaller Companies was the only investment sector to lose money in 2016 despite a turbulent political and economic landscape, new research has revealed. See more here
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20 Oct 2016 2 min read
BlackRock Greater European beats benchmark
Over the twelve months to 31 August 2016, BlackRock Greater European’s net asset value per share increased by 16.9%, compared with a rise of 15.4% in the FTSE World Europe ex UK Index. The share price rose by 13.8% over the same period. The Board is proposing the payment of a final dividend of 3.65p […]
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20 Apr 2016 2 min read
BlackRock Greater European subscription share exercise on knife edge
BlackRock Greater European says its undiluted net asset value per share increased by 2.1%, compared with a decrease of 0.8% in the FTSE World Europe ex UK Index. Over the same period, the Company’s share price rose by 3.2% (all percentages calculated in sterling terms with income reinvested). Since the period end to 18 April 2016, the […]
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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 […]
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23 Oct 2015 2 min read
BlackRock Greater Europe outperforms aided by Ryanair
BlackRock Greater Europe has announced results for the year ended 31 August 2015. The total return on net assets was 7.3% and the return to shareholders 6.8% both of which compare favourably with the 1.3% return on the FTSE World Europe ex UK Index. The dividend was upped from 4.7p to 5p. The manager’s report […]
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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 […]
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24 Apr 2015 1 min read
BlackRock Greater European scraps performance fee
BlackRock Greater European’s interim results for the six months ended 28 February 2015 show that, during the six month period, the Company’s undiluted net asset value (NAV) per share returned +8.1%, compared with a return of +6.0% in the FTSE World Europe ex UK Index. At the same time, the discount widened somewhat, with the result […]
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21 Oct 2014 1 min read
BlackRock Greater Europe suffers in second half
BRGE : BlackRock Greater Europe suffers in second half BlackRock Greater Europe has announced results for the year that ended on 31 August 2014 that show its net asset value delivered a total return of 4.5% over the year – the fund underperformed the FTSE World Europe ex UK Index which returned 10.4% and unfortunately […]
In The Press
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03 Nov 2022 1 min read
The European trusts on the biggest discounts relative to their recent history
By Tom Aylott, Reporter Trustnet, 2 November 2022: Many trusts have been struck by soaring inflation and tightening monetary policies this year, but those investing in European equities have been particularly battered. The war in Ukraine and lost gas imports from Russia have compounded to create a challenging market environment for European investors. As a […]
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23 Dec 2021 1 min read
The European trusts on the biggest discounts or premiums
By Eve Maddock-Jones, Reporter, Trustnet, 16 December 2021 Trustnet looks at which European investment trusts are trading below their five-year average discount/premium level and which ones are running well ahead of the norm… The European market has been a strong performer over the long term, with the MSCI Europe index generating returns of 147.9% over […]
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18 Oct 2021 1 min read
Now could be the perfect time to go into Europe
Merkel gone; Macron facing elections; Shares still lagging behind US By ROSIE MURRAY-WEST, FINANCIAL MAIL ON SUNDAY PUBLISHED: 16 October 2021 With gaps in food shelves, an energy crisis and rising inflation, it has been hard to look away from UK news in recent weeks. But those who have also kept an eye on our Continental […]
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06 Sep 2021 1 min read
Established outperformer or new kid on the block
BlackRock Greater Europe Trust versus Baillie Gifford European Growth Trust 03 September 2021, Trustnet, Eve Maddock-Jones European stocks have soared in 2021 so far on the back of the global value rotation, but for investors looking to buy into the market, there is a difficult choice to make between a new hotshot and an established performer. […]
