Matthew Read comments on SSIT’s fundraise with retail offer in James Crux’s article: “We are pleased to see SSIT is providing a retail offer for its proposed C share issue alongside a placing.” Read the article here
Matthew Read comments on Saba’s IEM stake and other questions in Patrick Brusnahan’s article: “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, which just avoids it acquiring ‘control’ under the City Code?” Read the […]
James Carthew comments on Mark Mobius’ investment style in Cherry Reynard’s article: “His view was that you had to do your own research. In many cases, there was no broker research anyway, and, having been burned by a fraud, only back management teams that you felt you could trust.” Read the article here
James Carthew: How Mark Mobius taught investors to find opportunity in volatility The emerging markets legend who passed away last week made some bold moves in challenging market conditions. The death of Mark Mobius last week, who fully deserved his reputation as a legendary emerging markets investor, made me think about hearing him speak for […]
James Carthew comments on Saba’s IEM stake in Jane Denton’s article: “Honestly, we are as confused as everyone else about the new Saba announcement. “Today, Saba says it has a 29.9 per cent stake – more than it had before the tender – but, it appears to be saying so by press release rather than […]
James Carthew comments on Saba and IEM in Tara O’Connor’s article: “Maybe it is time to move onto the next phase of this saga. One where a new set of supposedly independent directors are forced to justify their actions and face potential legal repercussions if they don’t act in all shareholders’ best interests.” Read the […]
James Carthew comments on Saba pushing for the IEM board to resign in Patrick Sanders’ article: “Maybe it’s time to move onto the next phase of the saga”, he added. “One where a new set of supposedly independent directors are forced to justify their actions and face potential legal repercussions if they don’t act in […]
James Carthew comments on Saba’s latest announcement in Linus Uhlig’s article: “We are as confused as everyone else about the new Saba announcement. The board told us ‘it appears from an analysis of the elections that Saba has elected to tender the majority, if not all, of its position’. Today, Saba says it has a […]
Matthew Read comments on EWIT board challenges in Linus Uhlig’s article: “It is clear that the board has been placed in an exceptionally difficult position: trying to act for all shareholders while a significant minority investor seeks to railroad others and impose its own agenda in what looks like an attempt to gather assets under […]
Matthew Read comments on Saba and the IEM tender in Patrick Sanders’ article: “Saba forced through its agenda by overriding the wishes of independent shareholders in what appeared to be a scramble to corral assets under management, only to throw in the towel at the final hurdle by tendering the bulk – if not all […]
