James Carthew on the BG trusts’ merger proposals in Patrick Hosking’s article: “I have to say that I am with Saba on this one. The whole point of persevering with EW is that small caps are out of favour globally. I want to hold it for the eventual global small cap recovery. I do not […]
James Carthew: Nearing time to top up on overly discounted RIT Capital RCP’s discount remains on a steep discount, but its steady NAV recovery could soon drive demand. Remarkably, given its size – both by market cap and the weighting within my own portfolio – it is some time since I took a close look […]
James Carthew comments on corporate governance and the proposed merger of BG trusts in Mike Sheen’s article: “It really isn’t a good idea to have a board comprised of directors selected by a single shareholder, or a board with zero experience of UK company law or UK corporate governance,”.. Read the article here
James Carthew comments on the proposed changes to the subsidies in Jennifer’s Hill’s article: “In fact, I wonder whether the discounts now also reflect my feared outcome of this, which is that a future government that is less keen on renewable energy and addressing climate change cites this as a precedent for scrapping subsidies altogether […]
James Carthew comments on changes in mandates in Val Cipriani’s article: “If you look at all the different factors that have been influencing markets, the one style that is still not working is quality,” Read the article here
James Carthew on the proposed BG trusts merger in Christian Mayes’ article: “The whole point of persevering with Edinburgh Worldwide is that small caps are out of favour globally. “I want to hold it for the eventual global small cap recovery. I don’t hold Baillie Gifford US Growth and don’t want to. If the merger […]
James Carthew comments on the Baillie Gifford trust merger proposals in Eve Maddock-Jones’ article: “The whole point of persevering with EWI is that small caps are out of favour globally. I want to hold it for the eventual global small cap recovery. I do not hold USA and do not want to. If the merger […]
James Carthew comments on the proposed merger of EWI and USA Baillie Gifford trusts in Dave Baxter’s article: “The whole point of persevering with EWI is that small caps are out of favour globally. I want to hold it for the eventual global small-cap recovery. I don’t hold USA and don’t want to. If the […]
James Carthew comments on the trust merger plan being dropped in Dave Baxter’s article: “As I said at the outset, I believe both companies will be attracting attention from third parties in the wake of this,”.. Read the article here
James Carthew comments on strategic reviews in Jessica Tasman-Jones’ article: “I have never been convinced that there is an awful lot more work in merging two £100mn trusts than two £1bn trusts, for example, but the fees seem to scale up with the size of the deal,” Read the article here
