James Carthew comments on Baillie Gifford’s track record for long term investing in Ali Lyon’s article: “Baillie Gifford has an impressive track record of identifying and securing access to some of the world’s most exciting companies,” Read the article here
James Carthew comments on SEIT’s wind-down in Patrick Sanders’ article: “With the dividend cancelled, it is sounding as though SDCL Efficiency Income shareholders may have to wait a long while before they see any cash from the managed wind-down, as money freed up will be used to pay down debt in the first instance.” Read the article here
James Carthew: Are trusts really backing AI winners – or funding the losers? The likes of HgCapital and Lindsell Train have come under fire for their AI holdings, but is the upside potential as powerful as they claim? I recently attended HgCapital’s (HGT) capital markets day where the main focus was the effect of AI […]
Richard Williams comments on FGEN’s portfolio in Holly McKechnie’s article: “There are some exciting growth assets in the portfolio that are in ramp-up mode and should start to feed through to material valuation uplifts in the near term, including its CNG Fuels gas filling station portfolio, which services green HGVs for customers such as Amazon […]
James Carthew: Patria’s adaptability has proven its long-term appeal The £883m trust has proven its mettle since launching 25 years ago, delivering a higher annualised return than both the MSCI World and S&P 500. Patria Private Equity (PPET) turned 25 years old at the end of May and it was a milestone worth celebrating. Over […]
James Carthew comments on activism in Patrick Brusnahan’s article: “Investors are starting to wonder whether trusts are uninvestable for the long term because they will be targeted and disappear the minute a discount appears”. Read the article here
James Carthew: How I’m investing in an increasingly uncertain market The S&P 500 is nearing an all-time high and several tech companies are eyeing mega IPOs, yet several risks could set markets crashing. Three things are making me nervous about markets currently; valuations (especially in the US), the lack of a resolution to the Iran […]
James Carthew comments on the investment company UK smaller companies sector in Lotte Edwards’ article: “This is bad news for “UK Plc” and the government’s hopes of building a shareholder culture,” Read the article here
James Carthew comments on SSIT’s discount in Patrick Sanders’ article: “If the IPOs get away at the levels being discussed, there could be big upside in their NAVs.” Read the article here
Matthew Read comments on FGT’s lifted yield in Jonathan Jones’ article: “The rebased dividend lifts the trust’s yield to around 4%, bringing the trust into line with its UK equity income peers. One long-running niggle we had was that the yield was not really high enough for the UK equity income sector; this fixes that,” […]
