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Interview with Stuart Widdowson of Odyssean Capital

In this week’s show, James Carthew talked to Stuart Widdowson of Odyssean Capital. Watch it again here – Part 1 Part 2 If you were looking for QuotedData’s roundup of the week’s news, this is now in the news section – just click here. If there is a guest speaker you’d particularly like to hear from, please […]

QuotedData’s Spring Webinar Series – Specialist Income playback

On 12th May 2021, QuotedData hosted the first of three Spring webinars. This webinar was focused on Specialist Income and included presentations and Q&As from 4 investment companies’ managers, covering different income plays. We would like to thank all of our speakers and attendees for joining us. Click on the links below to watch the presentations […]

QuotedData’s Investment Companies Roundup – May 2021

Investment Companies Monthly Roundup Kindly sponsored by Baillie Gifford and Aberdeen Standard Investments Performance It was another strong month for commodity funds, which have led the way in market return terms so far this year (see the appendix section for a breakdown of how all the sectors have performed this year). Gold had a strong month, following […]

QuotedData’s Real Estate Roundup – May 2021

Real Estate Roundup Kindly sponsored by Aberdeen Standard Investments Performance data March’s biggest movers in price terms are shown in the chart below. Diversified property companies were the winners in April as progress in the UK’s vaccination programme and roadmap out of lockdown continued unabated. Six of the top 10 best performing companies in price […]

QuotedData’s Economic Roundup – May 2021

Economic and Political Monthly Roundup Kindly sponsored by Allianz A collation of recent insights on markets and economies taken from the comments made by chairmen and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to encourage you to buy or […]

Interview with Helen Steers of Pantheon International

In this week’s show, James Carthew talked to Helen Steers of Pantheon International. Watch it again here If you were looking for QuotedData’s roundup of the week’s news, this is now in the news section – just click here. If there is a guest speaker you’d particularly like to hear from, please email us – research@quoteddata.com. The […]

Interview with Nick Montgomery of Schroder Real Estate Investment Trust

In this week’s show, James Carthew talked to Nick Montgomery of Schroder Real Estate Investment Trust. Watch it again here If you were looking for QuotedData’s roundup of the week’s news, this is now in the news section – just click here. If there is a guest speaker you’d particularly like to hear from, please email us […]

Interview with James Harries from Securities Trust of Scotland

In this week’s show, James Carthew talked to James Harries from Securities Trust of Scotland. Watch it again here If you were looking for QuotedData’s roundup of the week’s news, this is now in the news section – just click here. If there is a guest speaker you’d particularly like to hear from, please email us – research@quoteddata.com. […]

Temple Bar Investment Trust – Just getting started

Just getting started RWC Partners took on responsibility for Temple Bar Investment Trust (TMPL) on 1 November 2020, and its appointment has coincided with a remarkable improvement in the fortunes of this UK equity income trust. Dramatic outperformance, a narrowing of the discount and a buzz around the resurgence of value-style investing mean that RWC […]

QuotedData’s Investment Companies Quarterly Review – First Quarter 2021

Investment Companies Quarterly Roundup Kindly sponsored by Baillie Gifford and Aberdeen Standard Investments £2.9bn of net new capital raised It felt as though the rotation from ‘growth’ to ‘value’ that began last November picked up momentum towards the end of the first quarter. UK equity and property assets had a strong start to the year. Some […]

Bluefield Solar Income Fund – On the offensive

On the offensive Bluefield Solar Income Fund (BSIF) is growing actively, supported by a wider mandate. Shareholders voted overwhelmingly in July 2020 in favour of proposals to expand the fund’s remit beyond solar. BSIF will apply what has been a very successful model since its launch in 2013 to the complementary technologies of wind and […]

QuotedData’s Real Estate Quarterly Review – first quarter 2021

Lockdown cloud begins to lift The success of the vaccine rollout in the UK and the implementation of a roadmap out of lockdown saw the share prices of listed property companies – most of which had been decimated during the last year – make somewhat of a recovery. The economy is on firmer footing and […]

Interview with Hugo Ure from Troy Income & Growth Trust

In this week’s show, James Carthew talked to Hugo Ure from Troy Income & Growth Trust. Watch it again here If you were looking for QuotedData’s roundup of the week’s news, this is now in the news section – just click here. If there is a guest speaker you’d particularly like to hear from, please email us […]

Montanaro UK Smaller Companies – Long COVID effect requires a focus on corporate health

Long COVID effect requires a focus on corporate health In absolute terms, Montanaro UK Smaller Companies Trust (MTU) has been generating healthy returns for its shareholders; both the share price and the NAV are close to all-time highs. However, recently MTU has given up some of its earlier outperformance. As vaccines are rolled out, the […]

CQS New City High Yield Fund – A short-term opportunity?

A short-term opportunity? Reflecting sustained strong demand for its strategy, CQS New City High Yield Fund (NCYF) has traded at an average premium to net asset value of 4.9% over the last five years. Whilst the discount to net asset value spiked out in the depths of last year’s market trough, it quickly bounced back […]

CQS Natural Resources Growth and Income – Burnished copper

Burnished copper CQS Natural Resources Growth and Income (CYN) has provided exceptionally strong absolute and relative performance during the last 12 months, and has markedly outperformed its commodities and natural resources peer group. A key driver of this has been the managers’ preference for base metals, with significant exposure to copper being a major contributor. […]

QuotedData’s Real Estate Roundup – April 2021
Queues as non-essential retail reopened in England. Credit: Sky News

Real Estate Roundup Kindly sponsored by Aberdeen Standard Investments Performance data March’s biggest movers in price terms are shown in the chart below. Drum Income Plus REIT saw its share price rally 75% in March following the announcement that its board was undertaking a strategic review to consider the future of the company, which it […]

Standard Life Investments Property Income Trust – Focus on tomorrow’s world

Focus on tomorrow’s world With the roadmap out of lockdown and into economic recovery in place, Standard Life Investments Property Income Trust (SLI) has turned its attention to future-proofing its portfolio. This has put environmental, social and governance (ESG) at the forefront of its decision-making process for asset disposals and acquisitions, with longevity of income […]

QuotedData’s Economic Roundup – April 2021

Economic and Political Monthly Roundup Kindly sponsored by Allianz A collation of recent insights on markets and economies taken from the comments made by chairmen and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to encourage you to buy or […]

QuotedData’s Investment Companies Roundup – April 2021

Investment Companies Monthly Roundup Kindly sponsored by Baillie Gifford and Aberdeen Standard Investments Research published over March Aberdeen Emerging Markets Investment Company – Cautiously optimistic “Aberdeen Emerging Markets Investment Company’s (AEMC’s) managers, Andrew Lister and Bernard Moody, note investors’ new-found enthusiasm for emerging markets, now that they have been outperforming for a while. Their long experience […]

Interview with Neil Hermon from Henderson Smaller Companies

In this week’s show, James Carthew talked to Neil Hermon from Henderson Smaller Companies. Watch it again here If you were looking for QuotedData’s roundup of the week’s news, this is now in the news section – just click here. If there is a guest speaker you’d particularly like to hear from, please email us – research@quoteddata.com. […]

Interview with Ross Teverson from Jupiter Emerging & Frontier Income

In this week’s show, James Carthew talked to Ross Teverson from Jupiter Emerging & Frontier Income. Watch it again here If you were looking for QuotedData’s roundup of the week’s news, this is now in the news section – just click here. If there is a guest speaker you’d particularly like to hear from, please email us […]

Aberdeen Emerging Markets Investment Company – Cautiously optimistic

Cautiously optimistic Aberdeen Emerging Markets Investment Company’s (AEMC’s) managers, Andrew Lister and Bernard Moody, note investors’ new-found enthusiasm for emerging markets, now that they have been outperforming for a while. Their long experience of investing in the space tells them that now is a good time to be cautious. They have been taking profits on […]

Interview with Richard Moffitt from Urban Logistics REIT

In this week’s show, Richard Williams talked to Richard Moffitt from Urban Logistics REIT. Watch it again here If you were looking for QuotedData’s roundup of the week’s news, this is now in the news section – just click here. If there is a guest speaker you’d particularly like to hear from, please email us – […]

Aberdeen New Dawn – An ESG leader in Asian equities

An ESG leader in Asian equities Despite the difficulties of COVID-19, Aberdeen New Dawn (ABD) has provided very strong absolute and relative returns during the last 12 months. These are markedly ahead of its benchmark, the wider Asia ex Japan region and global equity markets more generally. Asia is emerging from the pandemic in a […]

Vietnam Holding – Leveraging Asia’s rising star

Leveraging Asia’s rising star Vietnam’s response to the COVID-19 pandemic has been very effective and, reflecting this, the International Monetary FUND (IMF) has predicted that it will post positive GDP growth of 1.6% for 2020, increasing to 6.7% this year and averaging 7.0% for 2021 to 2025. Indeed, Dynam Capital, Vietnam Holding’s (VNH’s) manager, believes […]

Jupiter US Smaller Companies – Over the pond

Over the pond From the beginning of April, Brown Advisory (Brown) is set to take over the management of Jupiter US Smaller Companies (JUS), following the retirement of the trust’s long-standing manager, Robert Siddles. Back in December, when JUS’s board announced its intention to appoint Brown, it said that the long and impressive track record […]

Interview with Stuart Young from Phoenix Spree Deutschland

In this week’s show, Richard Williams talked to Stuart Young from Phoenix Spree Deutschland. Watch it again here – Part 1 Part 2 If you were looking for QuotedData’s roundup of the week’s news, this is now in the news section – just click here. If there is a guest speaker you’d particularly like to hear from, […]

The North American Income Trust – Well-positioned as rotation gathers pace

Well-positioned as rotation gathers pace North American Income Trust (NAIT) stands apart amongst the AIC North America sector funds in combining an income focus with at least 90% of its portfolio invested in the US. NAIT’s manager, Fran Radano, believes that this should work in its favour, as there is a good chance that the […]

Weiss Korea Opportunity Fund – A remarkable success story

A remarkable success story Weiss Korea Opportunity Fund (WKOF) was one of the best-performing of all London-listed investment companies last year, and since its 2013 launch it has delivered more than twice the return of its performance benchmark index, the MSCI Korea 25/50 Index (see page 4). WKOF has a unique investment approach within the […]