Matthew Read comments on CYN retaining its team at Tufton in Jonathan Jones’ article: “draws a line under the period of uncertainty” Read the article here
Matthew Read comments on the appointment of Tufton by CYN to retain the team in Lauren Hardy’s article: “We think that shareholders will be reassured that this trust is retaining the team and process behind CYN’s recent strong performance, and that there will be no disruption to the trust’s strategy, risk profile, its enhanced 8% of NAV dividend policy, or […]
Matthew Read comments on CYN’s appointment of Tufton as new manager in Jack Roach’s article: “We think that shareholders will be reassured that this trust is retaining the team and process behind CYN’s recent strong performance, and that there will be no disruption to the trust’s strategy, risk profile, its enhanced 8% of NAV dividend […]
Matthew Read comments on the lack of information for voters in the upcoming IEM shareholder meetings in Patrick Read’s article: “That is not an ideal basis on which retail investors should be expected to make an informed decision, particularly in the case of a specialist trust with a clearly defined environmental mandate,” Read the article […]
Matthew Read comments on Oakley’s investment in XTEL in James Crux’s article: “The deal also illustrates how private equity investors continue to favour software businesses with large proprietary datasets and clear opportunities to apply AI in practical ways, rather than simply chasing fashionable themes.” Read the article here
James Carthew comments on PCT’s AI thesis in Jennifer Hill’s article: “The game is moving on from a narrow group of US mega-cap stocks to a much broader set of companies that are supplying components and power to support the data-centre capex boom.” Read the article here
James Carthew comments on SpaceX’s valuation in Barney Macintyre’s article: “The SpaceX valuation feels absurdly high to me,” Read the article here
Matthew Read comments on SCP’s tender offer with Saba exit and standstill deal in Linus Uhlig’s article: “Saba gets a route to exit at close to NAV, while remaining shareholders avoid the prolonged uncertainty and distraction of an activist battle. The three-year standstill agreement removes the immediate threat of further agitation, giving the board and […]
James Carthew: Oakley Capital selloff is way overdone The private equity trust’s discount has stretched to become one of the widest in the sector, yet its portfolio is better positioned than some of its peers. Oakley Capital (OCI) has been busy diversifying its portfolio in recent years and has taken stakes in some truly exciting […]
James Carthew comments on private equity valuations in Val Cipriani’s article: “I think the main hold-up for exit activity is uncertainty around the Iran war and its impact. In software, there is a definite agentic AI impact that will take a while to get over,” Read the article here
