Matthew Read comments on the change of manager for IAD in Patrick Sanders’ article: “Ian Hargreaves has long been associated with Invesco Asia Dragon, so his departure may feel like the end of an era…however, he has worked alongside Fiona Yang since 2022, with Yang taking over as lead manager in 2024.” Read the article […]
Matthew Read comments on JFJ’s growth quality bias in Beth Brearley’s article: “While the trust’s recent underperformance is disappointing, much of it reflects its investment style rather than any deterioration in the long-term outlook,” Read the article here
Richard Williams comments on GRID’s rejection of a sale in Lauren Hardy’s article: “Ultimately, the discount still needs to close and shareholders need to see the value being created reflected in the share price. If GRID continues to trade at a substantial discount despite delivering on its strategy, PrimeStone’s argument for testing what a third-party […]
Patrick Sanders covers James Carthew’s retirement in Portfolio Adviser: Read the article here
Matthew Read comments on Keith Watson and Robert Crayfourd retaking the helm at CYN in Jack Roach’s article: “We think CYN shareholders will be pleased to see Watson and Crayfourd back at the helm of the portfolio and glad that the period of uncertainty following their departure from CQS is now over.” Read the article […]
David Batchelor looks at quality-growth trusts BRSC and MTU: “who have a relevant track record of small-cap investing against a difficult UK economic backdrop.” Read the article here
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
