Richard Williams comments on the tender compromise in Michael Nelson’s article: “..it avoids forcing more fundamental change on shareholders who continue to believe in Lindsell Train’s highly concentrated, long-term approach,” Read the article here
James Carthew comments on the GSF resolutions brought by Saba in Cristian Angeloni’s article: “It is obvious that a company whose shareholders have forced it to sell off its assets within a tight timeframe is going to be in a weaker negotiating position than one that can walk away and wait for a better offer.” […]
James Carthew comments on Pershing Square’s new set of holdings in Investors’ Chronicle new Top 50 Funds report, arguing it has become more mainstream with these changes. He also comments on Murray International. Read the report here
Matthew Read comments on the rising value of Anthropic holdings owned by UK investors in investment trusts in Holly McKechnie’s article: “This suggests that all the funds will benefit if that valuation is achieved,” Read the article here
James Carthew comments on the discounts in the UK equity income sector in Helen Kirrane’s article: “There is a fairly strong correlation between trusts on wide discounts and those with poor returns over three to five years.” Read the article here
James Carthew: The obvious – but volatile – beneficiary of fearful markets Golden Prospect Precious Metals is soaring as investors grow nervous over uncertain market conditions, but it is prone to volatile share price moves. The gold price is marching higher again, and for good reason. The mixed messaging coming from the US about long […]
James Carthew: CORD’s discount has much further to narrow Cordiant Digital Infrastructure has had a strong few years, but investors are sceptical that demand for data centres has been overexaggerated. In many ways, Cordiant Digital Infrastructure (CORD) is one of the investment company sector’s great success stories. Today, it is a £949m market cap company, […]
James Carthew comments on the level of markets and first-time investors in Michael Nelson’s article: “The worst possible outcome would be that first-time investors get their fingers badly burned,” Read the article here
Matthew Read comments on CYN for a boom economy in Jonathan Jones’ article, noting that higher economic growth tends to lift demand for commodities, while persistent inflation should also support the prices of the commodities, making them “natural inflation hedges”. Read the article here
Matthew Read comments on Saba’s resolutions for GSF in Patrick Sanders’ article: “Saba’s attempt to force a wind-down at this point is way too short-term and risks eroding significant value by turning GSF into a forced seller,” Read the article here
