Overview
Boussard & Gavaudan seeks to achieve long-term appreciation of its assets through multi alternative investment strategies by investing in BG Fund, a sub-fund of BG Umbrella Fund Plc, also managed by BGAM. BG Umbrella Fund Plc is a feeder fund to BG Master Fund Plc. BG Master Fund Plc is an opportunistic Europe-focused multi-strategy fund which aims primarily at arbitraging instruments with non-linear pay-offs in special situations. Over time, BGHL may undertake direct investments other than BG Fund that are identified by the Investment Manager.
The fund’s website can be accessed at this link.
Research History
-
17 Oct 2023 14 min read
QuotedData’s Investment Companies Quarterly Review – Third Quarter 2023
Third quarter of 2023 Investment Companies | Quarterly roundup | October 2023 Kindly sponsored by abrdn ‘Uncomfortable’ Following a fast start to the first half of the year, globally equities took a breather in Q3, as markets assessed the implications of the worst bond sell-off in a generation. Yields on 10-year US treasuries and UK […]
-
05 Jan 2023 9 min read
QuotedData’s Investment Companies Roundup – January 2023
December 2022 Monthly roundup | Investment companies Winners and losers in December 2022 The Financials sector only has two constituents, one of these – Trian Investors 1 – has seen its discount narrow since it promised to return cash to investors by next June, and it has also benefited from underlying NAV appreciation. Last month’s […]
-
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 […]
-
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 3 min read
QuotedData’s investment companies roundup – August 2019
Investment Companies Roundup New research Over July, we published notes on CQS New City High Yield, BlackRock Throgmorton, Strategic Equity Capital, Seneca Global Income & Growth, CG Asset Management, Standard Life Investments Property Income and Aberdeen New Dawn. You can read all these notes by clicking on the links above or by visiting www.quoteddata.com. In this issue Performance data – appetite […]
-
13 Nov 2018 1 min read
QuotedData’s investment companies roundup – November 2018
QuotedData’s investment companies roundup – November 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 October 2018. Kindly sponsored by Baillie Gifford. Winners and losers in October In what was generally a miserable month for equity markets, Brazil shone […]
News
-
07 Oct 2024 1 min read
QuotedData’s morning briefing 7 October 2024 – SHIP, BGHL, BGHS
In QuotedData’s morning briefing 7 October 2024: Tufton Oceanic Assets (SHIP) says that “principals and staff of its investment manager”, Tufton Investment Management Ltd, acquired an additional 160,741 of SHIP’s ordinary shares on 30 September 2024. As at 30 June 2024, Tufton stakeholders owned 4.9% of the issued share capital in the company. Boussard & […]
-
25 Apr 2024 1 min read
Boussard & Gavaudan feeder fund heads toward wind down
Boussard & Gavaudan Holding (BGHL) announced its annual results for the 12 month period to 31 December 2023. The NAV for the Euro shares decreased by 0.79% and the Sterling shares increased by 0.57%, whilst the market price of BGHL’s Euro shares increased by 13.51% and the market price of the Sterling shares increased by […]
-
28 Apr 2023 5 min read
Boussard & Gavaudan reports on mixed performance in 2022
Boussard & Gavaudan Holding (BGHL/BGHS) has published its annual results for the year ended 31 December 2022. During the year, BGHL’s NAV for the euro and sterling shares decreased by 4.90% and 3.47%, respectively, while the associated market prices decreased by 4.72% for the euro shares and increased by 5.26% for the sterling shares. As […]
-
17 Jun 2022 2 min read
Boussard & Gavaudan Holding requisitioned by Emmanuel Gavaudan
Boussard & Gavaudan Holdings (tickers BGHS and BGHL for its sterling and Euro share classes respectively) has announced that, on 10 June 2022, notice was served by Mr Emmanuel Gavaudan, requiring the company’s Board to convene a general meeting to consider the appointment of two additional directors nominated by him. The board is satisfied with […]
-
10 Dec 2020 2 min read
Boussard & Gauvadan manager opposes tender
Boussard & Gauvadan manager opposes tender – Boussard & Gavaudan Holding has repurchased 1,629,532 shares (about 10.5% of its issued share capital), updated its website and revised the format of its newsletters in an attempt to narrow its discount over the past 12 months. Performance during 2020 has been positive, year to date the NAV has grown […]
-
18 Jul 2019 1 min read
QuotedData’s other news 18 July 2019
In QuotedData’s other news 18 July 2019: The global growth fund, Brunner Investment Trust (BUT), reported half-year results to 31 May 2019 with NAV (with debt at fair value) up 2.9% on a total return basis. The company’s portfolio delivered a return of 4.1% between December 2018 and May 2019 – the main driver of performance […]
-
17 Jul 2019 2 min read
Boussard & Gavaudan proposals unfriendly to smaller retail investors
Boussard & Gavaudan proposals unfriendly to smaller retail investors – The Europe-focused hedge fund company, Boussard & Gavaudan Holding (B&G), has struggled to arrest a long-standing discount and lack of liquidity in its sterling (BGHS) and euro (BGHL) shares – they both trade at discounts of more than 25 percent. Still, the detail behind the […]
-
27 Apr 2015 1 min read
Boussard & Gavaudan gets almost a third of return from buy-backs
Boussard & Gavaudan published their annual report on Friday 24th. This showed that, over the course of 2014, the NAVs for the Euro and Sterling shares increased by 6.85% and 5.29% respectively, whilst the market price improved by 11.73% and 16.71%. This was a good result both in NAV and share price terms as, by […]
In The Press
-
18 Oct 2022 1 min read
Investment trust insider opportunities in troubled times
Investment trust insider opportunities in troubled times – James Carthew: Where trust opportunities lie after another Tory regime collapse The U-turns, clumsy mistakes, muddled thinking and general ineptitude of current UK economic policy may have killed any hope of a relatively shallow recession in the UK. For investors, the way forward is hard to fathom, […]
-
06 Apr 2021 1 min read
Investment trust insider on hedge funds
Investment trust insider on hedge funds – James Carthew: Hedge funds proved their worth last year if you can stomach the fees A few of the listed hedge funds have published results recently. Pershing Square (PSH) and the two Brevan Howard funds – BH Global (BHGG) and BH Macro (BHMG) – had bumper years, largely on […]
