James Carthew comments on Saba and the Herald tender offer in Patrick Hosking’s article: “Saba’s response to Herald’s proposals will finally make its intentions clear to investors in all UK investment companies. “If it blocks the tender, it will be proof that its real goal is to find ways of trapping investors in funds that […]
Matthew Read and James Carthew comment on Herald’s tender offer proposals in Linus Uhlig’s article: Matthew Read, senior analyst at QuotedData, explained: “The backstop tender offer ensures that no shareholder can be left stranded in a vehicle under Saba’s control, unless they want to be, although the scale of Saba’s previous defeats suggest that this […]
James Carthew talks to Hannah Williford on the AJ Bell Money & Markets podcast about Saba, Edinburgh Worldwide and SpaceX Listen to the podcast here
Matthew Read picks Chrysalis for an adventurous pick in Patrick Sanders’ article in Trustnet: The concentrated portfolio of late-stage private growth companies offers exposure that would be “very difficult to replicate” almost anywhere else, making it a genuine diversifier, he said. Read the article here
David Batchelor picks Alliance Witan in Emmy Hawker’s article for Trustnet: “Whenever the technology sector has sold off, Alliance Witan has held up well, and indeed the fund performs much better relative to equal weight indices, thus providing a clearly balanced exposure for investors.” Read the article here
James Carthew talks about 2025 and 2026 with Jonathan Davis on the Money Makers podcast: Listen here
James Carthew: Do not neglect China trusts in your portfolio The US no longer holds the global monopoly on technology, and low valuations in China could pave the way for plenty of upside ahead. I recently went along to a private investor forum organised by Baillie Gifford, where representatives of its China Growth (BGCG) and […]
James Carthew comments on CHRY winddown in Patrick Brusnahan’s article in Investment Week: “I am very disappointed by Chrysalis Investments’ decision to wind down the portfolio and make no new investments. It seems to confirm UK investors’ short-term mindset and underscores how bad we are as a nation in backing growing companies.” Read the article […]
James Carthew comments on Saba’s EWIT proposals and why he’ll reject them in Jane Denton’s article: “..there is no doubt in my mind that the directors Saba is putting up have been selected because they will do its bidding rather than act for all shareholders’ best interests.” Read the article here
James Carthew explains why he will reject Saba’s EWIT proposals in Linus Uhlig’s article: “There are many reasons for this but chief of them is Saba’s reluctance to spell out exactly what it intends to do with the company if it manages to seize control of it, as it will do if its proposals succeed. […]
