Richard Williams comments on the Schroders/London Metric offer for Picton in Tom Aylott’s article: “While PCTN’s largest shareholder has backed the offer, we have heard from many unhappy shareholders, so it will be interesting to see the outcome of the vote,” Read the article here
James Carthew comments on natural income investing in Faith Glasgow’s article: “A sensibly managed natural income trust without too high a yield target might deliver the best overall long-term returns.” Read the article here
David Batchelor comments on the healthcare sector and PCGH in Val Cipriani’s article: “Its combination of a broad mandate, flexible asset allocation and strong record of stock selection makes it my preferred option of the three.” Read the article here
Matthew Read suggests MNKS and SMT as a pairing in Jennifer Hill’s article: “Together, the two trusts give investors access to global companies capable of compounding at attractive rates over long periods,” Read the article here
James Carthew comments on Saba’s new UK property stakes in Emma Haslett’s article: “We think Saba’s got so much money that it’s having to find different things to do that it wouldn’t normally do, and so it’s started going after property because it’s ostensibly on big discounts.” Read the article here
James Carthew: Bad structures have robbed investors of potential perks Overly complex company structures have led trusts to become more vanilla in their design, but they are not without their perks. EPE Special Opportunities (ESO) was the second-best performing trust over the first half of 2026 behind Baker Steel Resources (BSRT), which I discussed last […]
Richard Williams comments on latest SEGRO offer from Prologis in Michael Nelson’s article: “A larger exchange ratio and cash element will be well received, and although SEGRO has argued it has a clear valuation route to £13 per share, investors may well be tempted by ‘jam today’ rather than the promise of ‘jam tomorrow’.” Read […]
Richard Williams comments on new possible IEM manager in Patrick Sanders’ article: “We wait to see whether, as many suspect, Saba will be elected as manager..It will be unprecedented if it is.” Read the article here
Richard Williams comments on IEM board move in Michael Nelson’s article saying the move comes as no surprise and that if Saba is elected as manager, “as many suspect”, it would be unprecedented. Read the article here
James Carthew comments on GPM in Helen Kirrane’s article: “I can envisage the team asking the board for more leeway to invest in larger-cap stocks if we look set to enter another period where small-cap lags larger-cap by a wide margin.” Read the article here
