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 […]
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 […]
