James Carthew comments on Aberdeen’s deal to secure Herald: “I am delighted that a way has been found for Herald to continue. It is a coup for Aberdeen to secure the trust and the services of Katie and her team.” Read the article here
Matthew Read comments on Saba’s exit from Herald in Chris Dorrell’s article: “By building such a large position in Herald — at times even buying at a premium — Saba effectively backed itself into a corner. We believe this ultimately forced it, albeit reluctantly, into a compromise that it may not feel compelled to offer […]
James Carthew: Two glimmers of hope for investment trusts Seraphim Space’s £350m fundraise and investment trusts’ inclusion in the Pension Bill provide some good news for the sector. While I’m disappointed about the Edinburgh Worldwide (EWI) annual general meeting (AGM) result last week, it was already feeling like a foregone conclusion, hence why I sold […]
James Carthew comments on the new US shareholders in EWI in Patrick Sanders’ article “We do not know who they [the US funds] are because no disclosures have been made, but it would be fascinating to know what they think is the benefit of buying EWI very close to asset value and handing it over […]
James Carthew comments on the US shareholders’ recent buying of EWI in Jonathan Jones’ article: “It would be fascinating to know what they think is the benefit of buying EWI very close to asset value and handing it over to Saba’s nominees. They could have captured any possible upside from SpaceX without changing the board,” […]
James Carthew comments on the unknown US shareholders in EWI in Linus Uhlig’s article: “We do not know who they are because no disclosures have been made (they are likely below the threshold for that) but it would be fascinating to know what they think is the benefit of buying EWI very close to asset […]
James Carthew comments on the new US shareholders in EWI in Tara O’Connor’s article: “We do not know who they are because no disclosures have been made (they are likely below the threshold for that) but it would be fascinating to know what they think is the benefit of buying EWI very close to asset […]
Matthew Read comments on Saba’s IEM stake in Patrick Sanders’ article: “First, given that Saba could not have known how much its fellow shareholders were tendering, how has it very conveniently ended up with 29.9% of IEM post the tender offer?” “This feels way too precise to be a lucky guess, so did Saba have […]
James Carthew comments on investment companies being added to the Pensions Schemes Bill in Patrick Sanders’ article: “Why would a pension scheme invest in assets at asset value when it can secure a higher return for members by buying them at a discount,” Read the article here
James Carthew: Law Debenture’s real re-rating is yet to arrive The Janus Henderson trust’s contrarian approach has thrived amid high inflation and interest rates, but it likely has plenty more growth ahead. The shifting sands that surround Saba, Trump, and the UK renewables industry – not to mention two major rule changes announced in the […]
