2018 new issue review – QuotedData’s James Carthew talks to Citywire’s Jen Hill about 2018’s clutch of new issues Investors were given an eclectic mix of opportunities within alternatives, in contrast to recent years when high-yielding propositions drove the vast majority of launches. The return of private equity and private equity like strategies – Augmentum […]
Investment Trust Insider on PRS REIT – James Carthew: Bank warning weighs on PRS rental trust “….At 99.5p at yesterday’s close the shares stood at a 5% premium over NAV asset value but in recent weeks they have dipped below the £1 issue price for the first time. I’m not certain what is driving this, but […]
10 investment trusts for pre- and post-retirement portfolios – James Carthew is quoted in this article in Money Observer We analyse the power of 10 trusts over a decade of savings and a decade of drawdown to show how they have quadrupled investors’ cash. Investing during the dotcom crash? Drawing an income during the financial […]
Investment trust insider on Gresham Strategic and Aurora – James Carthew: private-equity, small-cap pickers good value Could value-style approaches do well in the current market environment? The universe of UK smaller company investment trusts using private equity techniques to evaluate listed companies once consisted solely of Strategic Equity Capital (SEC). It has proliferated however, and now […]
Investment Trust Insider on Perpetual Income and Growth James Carthew: contrarian in me won’t sell Barnett’s trusts I am sure that most of us have things in our portfolios that we wish we had sold some time ago but, after a period of disappointment, we hang onto in the hope that they will come right. […]
Investment trust insider on North American Income Trust – James Carthew: discount on North American looks odd I know that markets climb a wall of worry but sometimes the slew of negative headlines can feel a bit overwhelming. I think that here, in the UK, the looming Brexit decision and the growth slowdown that has occurred […]
Investment Trust Insider on HgCapital- James Carthew: my pick of the private equity trust bunch After last week’s exhortation to invest in private equity via funds with experienced and well-resourced teams, I thought I should provide an example: HgCapital (HGT), a £735 million investment trust, that last month won promotion to the FTSE 250 index. HGT […]
Investment Trust Insider on Merian Chrysalis – James Carthew: Merian should leave private equity to experts The proposed launch of Merian Chrysalis raises a question over how far fund managers can transfer stock-picking skills from the public to private markets. I recently promised to return to the subject of managers of listed equities buying unquoted companies […]
QuotedData, the award-warning research house, has come on board as a sponsor for Master Investor Show 2018 and will join the Main Stage line-up on Saturday, 17 March, at London’s Business Design Centre. QuotedData’s CEO Edward Marten will host a panel session titled ‘Investment Companies – why are they the largest and fastest growing sector […]
Fundswire on BlackRock Throgmorton Not surprisingly, we have been following BlackRock Throgmorton for years. I am pleased to say that, in its original guise, it is older than all of us here at Marten & Co. Throgmorton was first created in 1962 and has been part of BlackRock’s stable of Investment Companies since 2008. However, […]
