By Jean-Baptiste Andrieux, Reporter, Trustnet, 12 June 2024: It may have flown under many investors’ radars, but the best-performing investment trust so far this year specialises in private space tech businesses. Since the beginning of the year, Seraphim Space has surged by 94.8%, nearly 40 percentage points ahead of the runner-up, Foresight Sustainable Forestry Company. […]
Investment trust insider on GRID’s tie-up with Octopus – James Carthew: Could Octopus stretch to a bid for battery funds? Following a ‘landmark’ deal with Gresham House Energy Storage, Octopus could do the same with for-sale Harmony Energy as its next contract in two years. Life in the investment companies sector continues to be eventful. […]
Investment trust insider on new issues – James Carthew: New Aberforth and Special Opportunities trusts are timely and good value After a dearth of investment company flotations, we suddenly have two: UK small company trust Aberforth Geared Value and Income and real estate-focused Special Opportunities. Share price discounts may still be way too wide but […]
by Dave Baxter, Investors’ Chronicle, May 29, 2024: When Elliott Investment Management cut its stake in Scottish Mortgage (SMT) below 5 per cent earlier this month, it’s likely to have prompted a sigh of relief from the trust’s board.. The case for activists Activists are not always a helpful presence for other shareholders given that […]
Michael Bow, The Telegraph, 28 May 2024: Star fund manager Nick Train has apologised for poor performance at his flagship investment trust as he warned of “malaise” gripping the UK stock market. Mr Train, who manages the £1.7bn Finsbury Growth & Income Trust, admitted to making an “obvious failing” three years ago by not investing […]
Investment trust insider on biodiversity – James Carthew: Governments are finally taking biodiversity seriously Government action to address falling wildlife numbers is creating opportunities for some businesses, with tradeable biodiversity credits one incentive. Last week, 22 May was the International Day for Biodiversity. There are ‘days’ for just about anything that you can think of […]
Tom Aylott, Portfolio Adviser, 16 May 2024: Deep and widespread discounts have been touted as a prime buying opportunity, with investors now able to buy trusts at prices well below their net asset value (NAV). However, it is worth bearing in mind that investment companies have always traded at discounts historically, meaning the current opportunity […]
James Carthew: Oakley Capital isn’t complex, it’s good at private equity I have talked about the usefulness of capital markets days before and last week I made time to go to one held by Oakley Capital Investment (OCI). This is an investment company with a great track record, sitting alongside HgCapital (HGT) at the top […]
Lauren Hardy, Portfolio Adviser, 15 MAY 2024: The upcoming retirement of Jupiter’s head of small and mid-cap equities, Dan Nickols (pictured), should mean “business as usual” for investors in his Jupiter UK Smaller Companies fund and the Rights and Issues investment trust, according to professional fund buyers. However, others warn against buying into the funds […]
by Meg Bratley, IFA Magazine, May 14, 2024 The Association of Investment Companies (AIC) has expanded its research offering for investment trust investors. Research from various providers is now available on the AIC’s website theaic.co.uk. This research is from Edison Group, Hardman & Co, Kepler, QuotedData and others and can be accessed on theaic.co.uk. This […]
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