Engines of growth: on a bargain hunt By Leonora Walters, Investors Chronicle, 12th October 2020 A key driver of the price of any listed security is sentiment so, not surprisingly, some of the investment trust sectors which have experienced the most extreme discount and premium movements this year are those about which there has been particular […]
QUARTERLY NEWSLETTER • AUTUMN 2020, Connection TURNING LIMITATIONS INTO POSITIVES By Jennifer Hill A lack of consistency across ESG ratings represents a challenge for investors – and an opportunity for active managers to add value… ESG has become a big part of the investment world, but is it more substantial than a marketing gimmick? David […]
Investment trust insider on Baillie Gifford China Growth – James Carthew: Underweight China? Here’s a close look at Baillie Gifford’s new trust Baillie Gifford is in the driving seat at what was Witan Pacific and is now Baillie Gifford China Growth Trust (BGCG). Regular readers will be aware that I think China is going to form […]
Investment trust insider on private equity – James Carthew: private equity trusts are just way too cheap I have been saying for a while that discounts on private equity trusts are too wide. When I last wrote about this in May, confidence in the sector had been hit by the pandemic. Listed share prices were already […]
ACG calls Gabelli Value Plus+ shareholder meeting as trust’s future hangs in balance Sets out three proposals Lauren Mason, Investment Week, 23 October 2020 Associated Capital Group (ACG), the firm which holds more than 25% of the beleaguered Gabelli Value Plus+ investment trust (GVP), has called a general meeting with the company’s board and its […]
The Big Theme Investment trust IPOs: time to buy? By Dave Baxter, Investors Chronicle With equity markets riding high, investment trust launches are finally making an appearance this year. Home REIT (HOME), a trust that invests in accommodation for the homeless, raised £240m in October and Triple Point Energy Infrastructure Company (TEEC) amassed £100m. Other trusts that have announced plans to float include Round Hill […]
Investment trust insider on Jupiter US Smaller Cos – James Carthew: Robert Siddles is hard act for JUS to replace The announcement last week of Robert Siddles’ plans to retire early next year as manager of Jupiter US Smaller Companies (JUS) took me by surprise. Siddles took on the investment trust in 2001 and has run […]
Trusts could be the star of your portfolio: Cash in by backing Sage of Omaha Warren Buffett and The Beatles By ANNE ASHWORTH FOR THE DAILY MAIL PUBLISHED: 21:50, 16 October 2020 | UPDATED: 08:48, 17 October 2020 A number of investment trusts have come to the market in recent weeks. These include the successful launch of Home, which will […]
Deep Dive into emerging market equities: Good time to invest in the sector during pandemic – or not? Investment Week, 15 October 2020 Matthew Read is a senior analyst at QuotedData Vietnam is punching way above its weight. And it may well surge ahead with renewed confidence in the post-Covid world. Economically, it is small […]
Baillie Gifford backs Swedish battery cell maker as European Growth trust makes first private investment Northvolt founded by Tesla alumni David Brenchley, Investment Week, 14 October 2020 Baillie Gifford’s investment into battery cell supplier Northvolt has become its European Growth Trust’s first foray into unlisted stocks, manager Stephen Paice has revealed. The Edinburgh-based firm was […]
