James Carthew: Herald’s Saba retaliation is an existential gamble Herald’s 100% tender could either remove its unpredictable top shareholder or spell the end of a decades old trust with a great track record. A year has passed since Saba’s resounding defeat in its attempt to seize control of Herald (HRI). Last January, when HRI shareholders […]
James Carthew comments on Saba in Tara O’Connor’s article: “So, a record turnout and almost everyone bar Saba rejecting its proposals. “Surely the message must get through to Saba that investors don’t want it in charge; not of EWI, nor Herald, nor Impax Environmental Markets, nor any other trust for that matter. If it wants […]
James Carthew comments on Saba in Christian Mayes’ article: “So, a record turnout and almost everyone bar Saba rejecting its proposals. Surely the message must get through to Saba that investors don’t want it in charge; not of EWI, nor Herald, nor Impax Environmental Markets, nor any other trust for that matter. “If it wants […]
James Carthew comments on Saba in Angharad Carrick’s article: ‘So, a record turnout and almost everyone bar Saba rejecting its proposals. ‘Surely the message must get through to Saba that investors don’t want it in charge; not of EWI, nor Herald, nor Impax Environmental Markets, nor any other trust for that matter. ‘If it wants […]
James Carthew comments on Saba in Dave Baxter’s article: Some commentators have been quick to cite the latest vote as a clear statement to Saba, with QuotedData head of investment companies James Carthew saying: “Surely the message must get through to Saba that investors don’t want it in charge.” Read the article here
James Carthew comments on Saba in Linus Uhlig’s article: “So, a record turnout and almost everyone bar Saba rejecting its proposals. Surely the message must get through to Saba that investors do not want it in charge; not of EWI, nor Herald, nor Impax Environmental Markets (IEM), nor any other trust for that matter”. “If […]
James Carthew: This Baillie Gifford laggard may need to rethink its options Long-time underperformer Shin Nippon presented a tender offer to appease shareholders, but more drastic action may be necessary. One of the interesting things to emerge from last year’s performance numbers was a recovery in the fortunes of a number of Baillie Gifford’s trusts. […]
James Carthew comments on Home REIT in Richard Marsden’s article: “This has been the worst example of malpractice in the investment sector I have seen in my 40-odd year career..” Read the article here
James Carthew comments on Saba, and Herald’s forthcoming tender, in Anne Ashworth’s article: “If Saba blocks the tender, it will be proof that its real goal is to find ways of trapping investors in funds that it can extract management fees from.” Read the article here
James Carthew: Unloved UK equity trusts may deserve a second look Investors have been divesting from UK equity funds en masse for years now, but they may be overlooking hidden value. Outside of the US, 2025 was a good year for equity investors, with returns of 20% or more being commonplace. The FTSE All-Share returned […]
