James Carthew comments on quality stocks in Val Cipriani’s article: “The hit from having something that looked like quality and turned out not to be is really quite significant,” Read the article here
James Carthew: Let’s cure, not kill, the UK’s growth capital trusts Wind-downs and restructurings are hitting the UK’s growth capital trusts but we need these vehicles to support innovators. I did a tidying up exercise on my portfolio early last month and turfed out a couple of small positions including Digital 9 Infrastructure (DGI9) and […]
James Carthew comments on the Throgmorton and BlackRock Smaller Companies merger in James Crux’s article: “Many investors have wondered why BlackRock ran two fairly similar UK small cap trusts and knocking them together makes sense, especially as it will get Saba off their back for a few years and allow them to focus on delivering […]
David Batchelor comments on the growth of Active ETFs in Linus Uhlig’s article: “I would wager that we are nowhere near the ceiling – a quick look across the pond, the definitive home of the structure, shows us that,”. Read the article here
James Carthew comments on the BlackRock smaller company trusts’ merger in Linus Uhlig’s article: “Many investors have wondered why BlackRock ran two fairly similar UK small-cap trusts and knocking them together makes sense, especially as it will get Saba off their back for a few years and allow them to focus on delivering long-term outperformance […]
James Carthew: Software sell-off sparks divergence in UK trusts The AI-driven sell-off has exposed structural differences among UK trusts, highlighting the need for diversification. I’ve been considering increasing my exposure to UK equities in recent weeks, all while many trusts in the sector are feeling the impact of a selloff in software and data stocks […]
James Carthew: The flexible trust to shelter from market volatility Majedie has proven itself to be steady vehicle since it changed manager three years ago. Volatile markets, game-changing technology, and unpredictable politicians are frustrating many investors. At times like these, there can be comfort in having at least part of your portfolio in funds that […]
James Carthew comments on Seraphim’s valuation uplift in James Crux’s article: ‘..is about 29.1p, which would make the NAV 148.6p, all else being equal’, putting Seraphim Space back on a small discount. Read the article here
Matthew Read comments on Saba and EWI in Tom Aylott’s article: Saba.. ‘needs to rule out trapping other shareholders in strategies that they did not sign up for’ Read the article here
James Carthew and Matthew Read comment on Saba’s EWI plan in Linus Uhlig’s article: “We would expect to see a cash exit at asset value given that the supposedly independent new board has almost certainly already made up its mind to appoint Saba as manager, but that does not do anything for investors like me […]
