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equity research notes
Why it could pay to think small Harry Nimmo, Co-Manager at abrdn UK Smaller Companies Growth Trust plc, presents at Master Investor Show 2022. In his talk, Harry outlines the opportunities that smaller companies offer to long-term investors, and why this asset class might be particularly attractive in times of maximum adversity. Download slides > […]
Property after COVID Richard Williams, Property Analyst at QuotedData, leads the panel discussion at Master Investor Show 2022. The panel discussion explores the commercial property sector in the UK as the country comes out of COVID restrictions, and what investors should look out for in property companies. Panelists include Will Fulton, Fund Manager at UK […]
Collective Wisdom – A multi-manager approach to global investment James Hart, Investment Director at Witan Investment Trust plc, presents at Master Investor Show 2022. In his talk, James introduces the Witan Investment Trust’s investment strategy, comprising investing in a range of global equities through a multi-manager approach. He also showcases some key performance drivers behind […]
On the 18th March James Carthew talked through the Weekly News and then was joined by Henrik Dahlstrom and Tom Moore . Watch here. Other bits: If you have any questions for James or the guest, please email to [email protected] who will contact them. The best way to enjoy the show is join our weekly webinar LIVE where we […]
On the 17th March QuotedData hosted the final of four Round the World Investment Trust panel discussions. The topic discussed was ‘Where’s my Brexit dividend ?’ – the post-Brexit rally in UK stocks fizzled out, what needs to happen for international investors to like the UK again? The panel participants were Harry Nimmo, abrdn UK […]
As part of QuotedData’s Round the World webinar series we hosted a presentation with Harry Nimmo from abrdn UK Smaller Companies Growth Trust. Harry Nimmo provided an overview of the company, the management team and the portfolio management strategy. He also explained how ESG considerations are embedded in the investment team’s decision making process. You […]
As part of QuotedData’s Round the World webinar series we hosted a presentation with Ben Ritchie, Dunedin Income Growth. Ben Ritchie provided an overview on the company and elaborated on a differentiated proposition within equity income. He also discussed his investment strategy and approach to portfolio construction. You can view presentations from other fund managers […]
As part of QuotedData’s Round the World webinar series we hosted a presentation with James Goldstone from Invesco Select Trust UK Equity Share Portfolio. James Goldstone provided an overview on the company, portfolio, investment themes, key holdings and recent changes. He also discussed holdings from the top 20 and explained the thinking behind sector weightings […]
QuotedData’s weekly news roundup show – On Demand On the 11th March James Carthew talked through the Weekly News and then was joined by James Harries . Watch here. Other bits: If you have any questions for James or the guest, please email to [email protected] who will contact them. The best way to enjoy the […]
As part of QuotedData’s Round the World webinar series we hosted a presentation with Hisashi Arakawa, Aberdeen Japan Investment Trust. Hisashi Arakawa provided an overview on the company and how to find the best opportunities in the Japanese markets. He also discussed his current thoughts on Japan being a great source of investment opportunities for […]
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