James Carthew comments on Mid Wynd’s annual results in Michael Nelson’s article: “Mid Wynd’s pretty awful results demonstrate the struggle that quality-style managers have had over recent years,” Read the article here
James Carthew comments on Saba rejecting USA board’s exit deal in Patrick Sanders’ article: “Sticking its own nominees on the board will not get it a better exit deal, and trying to get itself appointed as manager is likely to fall foul of the new rules being implemented by the FCA.” Read the article here
James Carthew comments on Saba trying to wind up GSF in Patrick Sanders’ article “As a shareholder, I am very pleased to see that Saba’s attempt to force a potentially value-destructive wind up on Gore Street Energy Storage has failed.” Read the article here
James Carthew comments on Saba’s failure to win through on GSF in Maisie Grice’s article: “As a shareholder, I am very pleased to see that Saba’s attempt to force a potentially value-destructive wind up on Gore Street Energy Storage has failed…However, it must remember that our patience is not inexhaustible.” Read the article here
Matthew Read comments on the change of manager for IAD in Patrick Sanders’ article: “Ian Hargreaves has long been associated with Invesco Asia Dragon, so his departure may feel like the end of an era…however, he has worked alongside Fiona Yang since 2022, with Yang taking over as lead manager in 2024.” Read the article […]
Matthew Read comments on JFJ’s growth quality bias in Beth Brearley’s article: “While the trust’s recent underperformance is disappointing, much of it reflects its investment style rather than any deterioration in the long-term outlook,” Read the article here
Richard Williams comments on GRID’s rejection of a sale in Lauren Hardy’s article: “Ultimately, the discount still needs to close and shareholders need to see the value being created reflected in the share price. If GRID continues to trade at a substantial discount despite delivering on its strategy, PrimeStone’s argument for testing what a third-party […]
Patrick Sanders covers James Carthew’s retirement in Portfolio Adviser: Read the article here
Matthew Read comments on Keith Watson and Robert Crayfourd retaking the helm at CYN in Jack Roach’s article: “We think CYN shareholders will be pleased to see Watson and Crayfourd back at the helm of the portfolio and glad that the period of uncertainty following their departure from CQS is now over.” Read the article […]
David Batchelor looks at quality-growth trusts BRSC and MTU: “who have a relevant track record of small-cap investing against a difficult UK economic backdrop.” Read the article here
