Trust buyers split on Woodford Patient Capital Trust buyers continuing to back Neil Woodford’s investment process are eyeing Woodford Patient Capital’s share price for an attractive entry point, following its severe decline in the aftermath of the gating of the firm’s Equity Income fund. However, critics have warned the share price may never recover from […]
Woodford’s huge P2P sales create deep discount opportunity – QuotedData’s James Carthew, interviewed before the Woodford liquidity crisis came to a head, talks about the impact of the liquidation of Woodford’s funds on the P2P lending sector Woodford’s huge P2P sales create deep discount opportunity With Neil Woodford’s massive overhang out of the way, are […]
Investment Trust Insider on Augmentum Fintech – James Carthew: good luck to Augmentum, it may get financial startups right Augmentum Fintech (AUGM) has just published its first set of annual results, covering the period from launch up to the end of March 2019. At that point, it had committed 75% of the £94 million it raised […]
Investment Trust Insider on Gore Street Energy Storage – James Carthew: Irish deal throws Gore Street Energy a lifeline The minnow of the renewable energy sector, Gore Street Energy Storage Fund (GSF), has plans to expand. It has secured the backing of Ireland’s National Treasury Management Agency, which, subject to certain conditions being fulfilled, will stump […]
QuotedData’s James Carthew was quoted in this article on Woodford Patient Capital ….”Currently, the trust only has an ongoing charge of 0.19%, which accounts for general administrative costs, and a performance fee. The fee structure was hailed as innovative at launch, and was seen as serving the interests of investors as well as managers. The […]
Investment Trust Insider on Law Debenture – James Carthew: welcome to your new home Law Debenture The Association of Investment Companies (AIC) has completed one of its periodic reviews of the classification of investment companies into its various sectors. As part of the reshuffle, a few funds have elected to switch sectors. One of these is […]
Investment Trust Insider on Utilico Emerging Markets – James Carthew: emerging markets with utilities twist Utilico Emerging Markets (UEM) was launched in 2005 as a sister fund to Utilico Limited (UIL). Utilico had been making investments in utilities for some time and the manager could see a role for a fund dedicated to the sector in […]
Investment Trust Insider on new IPOs – James Carthew: Riverstone, Aquila energise IPO market After an extended period where investment company flotations have been thin on the ground we have signs of life with two funds, Riverstone Credit Opportunities Income (RCOI) and Aquila European Renewables Income (AERS), announcing plans to raise money with initial public offers […]
Investment trust insider on India – James Carthew: ignore India’s polls and pick a stock picker India is going to the polls and results from the general election will be declared on 23 May. It looks as though the National Democratic Alliance, the coalition of the BJP (Bharatiya Janata Party) and various regional parties, will be […]
Investment trust insider on BlackRock Smaller and Downing Strategic Micro Cap – James Carthew: BlackRock and Downing show the two sides to small-cap investing Both BlackRock Smaller Companies (BRSC) and Downing Strategic Micro-Cap (DSM) reported results last Friday. The two UK small-cap trusts had very different years. Both lost money – it would have been quite […]
