Matthew Read comments on Emma Moriarty CGT promotion in Patrick Sanders’ article: “She [Moriarty] has already spent four years working alongside Spiller and Clothier and, crucially, this formalises a role she is largely performing.” Read the article here
Richard Williams comments on FEML’s strong record in Michael Nelson’s article: “Emerging markets had an exceptional year, but a 92.3% NAV return against 48.2% from the index shows there was considerably more at work than a rising tide.” Read the article here
Matthew Read comments on Murray Income in Helen Kirrane’s article: “..banks and insurers have been among the better performers as inflation and interest rate expectations have edged up.” Read the article here
James Carthew comments on FSV’s manager Alex Wright in William Kay’s Tempus article: “Wright is a good example of a manager who, if he said, ‘I’ve had enough of this, I’m off’, people would be seriously worried.” Read the article here
James Carthew comments on PCT and AI in Natalie Kenway’s article: “What I like is that Polar Capital Technology has done much more than just ride the AI wave, and the portfolio changes it has made have added value,” Read the article here
Matthew Read comments on HICL’s Hector investment in James Crux’s article: “If Hector Rail can deliver the double-digit EBITDA growth being targeted, it should make a useful contribution towards HICL’s new 10%-plus medium-term return ambition.” Read the article here
James Carthew: Is it time for Henderson High Income to shine? It is the last trust standing in the UK Equity and Bond Income sector, offering investors the only entry point to a distinctive strategy. Ongoing consolidation within the investment trust sector has left some sub-sectors with very few constituents, and in some cases, just […]
Matthew Read comments on broadly pleasing results for IGET shareholders in Michael Nelson’s article: “Perhaps more importantly, the combination with Franklin Global Trust and strong investor demand have taken the market cap above £500m, which should improve liquidity and provide further economies of scale. Once you factor in another healthy increase in the dividend and […]
Matthew Read comments on USA’s performance numbers in Helen Kirrane’s article: “Experienced investors will recognise that the [five-year] weakness was largely a cyclical issue rather than a fundamental problem with the trust,” Read the article here
Richard Williams comments on PHI’s year in Ian Conway’s article, with discount widening: “disappointing after a remarkable year and a powerful demonstration of what its high-conviction growth approach can deliver when markets move in its favour.” Read the article here
