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 […]
James Carthew and Matthew Read comment on the latest Saba actions in Patrick Sanders’ article: “Insanity is doing the same thing over and over again and expecting different results. I keep saying that I cannot follow the logic to Saba’s actions, but maybe there just isn’t any.” “This is starting to feel a bit like […]
James Carthew on his bounce back fund Chrysalis in Jennifer Hill’s article: “The discount has narrowed a bit, helped by a significant share buyback programme, but there’s the potential for it to improve further,” and on Bluefield Solar: “I expect the bid price to be a long way north of the current 69p, a 40% […]
James Carthew comments on the latest Saba actions in Linus Uhlig’s article: “Insanity is doing the same thing over and over again and expecting different results. I keep saying that I cannot follow the logic to Saba’s actions but maybe there just is not any.” Read the article here
Matthew Read comments on Saba blocking Herald’s tender proposal in Christian Mayes’ article: “Herald’s announcement says that negotiations are ongoing so we will have to see what comes of these but, by not tendering its shares, the implication is that Saba is looking for something else other than an exit at asset value.” Read the […]
