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
Matthew Read comments on SMT’s proposals in Chris Dorrell’s article: “There may be instances where being unable to support subsequent funding rounds could be detrimental, either because value-accretive follow-on investments cannot be made or because SMT’s stake in successful companies could be diluted if it is unable to maintain its position,” Read the article here
James Carthew comments on Saba and the IEM exit tender offer in Tara O’Connor’s article: “Saba, through its intransigence and determination to ride roughshod over the wishes of other shareholders, has brought about the end of a unique trust… “In my view, IEM shareholders should vote in favour of the tender and tender all their […]
James Carthew comments on Saba and the IEM exit tender in Michael Nelson’s article: “Saba, through its intransigence and determination to ride roughshod over the wishes of other shareholders, has brought about the end of a unique trust..In my view, IEM shareholders should vote in favour of the tender and tender all their shares. The […]
James Carthew comments on the IEM tender in Lauren Hardy’s article “Saba, through its intransigence and determination to ride roughshod over the wishes of other shareholders, has brought about the end of a unique trust. In my view, IEM shareholders should vote in favour of the tender and tender all their shares..” Read the article […]
