Matthew Read comments on the update from HRI in Linus Uhlig’s article: “It is sensible that the manager has begun reducing some of Herald’s less liquid positions to limit the impact of any forced disposals, whether through a backstop tender or a larger-than-expected cash exit,” Read the article here
Matthew Read comments on ALW’s fee cut in Lotte Edwards’ article saying it “reinforces what was already a highly competitive cost structure” Read the article here
Richard Williams comments on the consortium offer for PCTN in Patrick Sanders’ article: “There are some strong performing retail warehouses and offices in the portfolio, and if acquired at the right price, could provide SREI with some solid income and growth potential.” Read the article here
Richard Williams comments on the reit M&A activity in Michael Nelson’s article: “Both trusts focus on smaller lot size properties that fall below the radar of institutional investors, so it makes sense that the two former stablemate AEW REITs merge,” Read the article here
Richard Williams comments on the merger news in Patrick Sanders’ article: “AIRE has struggled to gain any traction with investors – being too small and its shares too illiquid – and so it has been a potential M&A candidate for a long time..AEWU has been a retail investor darling due to its high dividend payout, […]
Matthew Read comments on regulatory fixes needed in Lauren Hardy’s article: “Saba’s actions across multiple funds have exposed a clear gap in the regulatory framework: smaller shareholders are at a disadvantage to large institutional holders in terms of voting power, enabling an activist to return repeatedly with the same resolutions, imposing costs on all shareholders,” […]
James Carthew: The top global fund beating even Scottish Mortgage This global equity income fund is thrashing its peers thanks to expert stock selection, whilst still delivering its shareholders with a healthy dividend. The war in Iran is shaping up to be a major shock to the global economy, and I must admit that my […]
James Carthew comments on data centre investment in Val Cipriani’s article: “For now, the demand for data centre capacity still feels insatiable.” Read the article here
James Carthew comments on GOT in Jennifer Hill’s ‘Strengthening the roots’ article for Citywire’s ISA special report: “The manager is trying to position the portfolio for a scenario where it could rise in flat markets but only experience about 20% of the losses in a downturn,” Read the article here
James Carthew comments on SSIT for Jennifer Hill’s ‘Backing new shoots’ Citywire article: “Seraphim Space is demonstrating what can be achieved by backing a good manager in an exciting sector and being patient,” Read the article here
