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Interview with Claire Shaw of Scottish Mortgage

In this week’s show, James Carthew talked to Claire Shaw of Scottish Mortgage If you were looking for the first part of QuotedData’s show, focused on the roundup of the week’s news, click here. If there is a guest speaker you’d particularly like to hear from, please email us. Additionally, if you would prefer to […]

Weiss Korea Opportunity Fund – On the front foot

On the front foot Weiss Korea Opportunities (WKOF)’s share price and net asset value (NAV) returns continue to be well-ahead of those of comparable indices. From its launch in May 2013 to the end of September 2021, shareholders saw returns of almost 190%, more than double those of the MSCI Korea 25/50 Index (the trust’s […]

Geiger Counter – Explosive performance

The uranium mining space has had an incredible year with a flurry of events that have highlighted the long-term importance of nuclear power in a decarbonising world, as well as the unsustainable demand-supply balance for a uranium market that is already in supply deficit. Geiger Counter (GCL), with its small cap focus, has handsomely beaten […]

Interview with Nicholas Yeo of Aberdeen China

In this week’s show, James Carthew talked to Nicholas Yeo of Aberdeen China If you were looking for the first part of QuotedData’s show, focused on the roundup of the week’s news, click here If there is a guest speaker you’d particularly like to hear from, please email us. Additionally, if you would prefer to […]

QuotedData’s Real Estate Quarterly Review – Third Quarter 2021

Real Estate Quarterly Review Kindly sponsored by Aberdeen Standard Investments Rate rise fears dampens bounce back The quarter started with much promise, as activity picked up with the full opening of the economy. This was reflected in the valuation of commercial properties and in turn investor sentiment to the listed real estate sector. However, supply chain […]

QuotedData’s Investment Companies Quarterly Review – Third Quarter 2021

Investment Companies Quarterly Roundup Kindly sponsored by Baillie Gifford and Aberdeen Standard Investments False hope? The global recovery continued over the third quarter of 2021 with many countries catching up on their respective vaccination programmes, such as Japan, and others rebuilding their economies after deadly outbreaks as seen in India. The pace of the rebound triggered […]

Standard Life Investments Property Income Trust – Post-COVID ready

Post COVID-ready Standard Life Investments Property Income Trust’s (SLI’s) manager has tweaked its investment criteria, putting a greater emphasis on holding assets with strong environmental, social and governance (ESG) credentials (see page 10). These follow structural trends that have emerged during the COVID-19 pandemic. In the pursuit of durable income with growth potential, investments in […]

Downing Renewables & Infrastructure Trust – Webinar Update

Only accessible to investors in the UK, Ireland and the Netherlands. Downing Renewables and Infrastructure Trust (DORE) held a webinar on Monday 11th October 2021 at 10am. On 29th September DORE announced its intention to raise new equity capital by way of a placing to raise up to c£25m. The issue price of 102.50 pence […]

Interview with Steven Tredget of Oakley Capital Investments

In this week’s show, James Carthew talked to Steven Tredget of Oakley Capital Investments If you were looking for the first part of QuotedData’s show, focused on the roundup of the week’s news, click here If there is a guest speaker you’d particularly like to hear from, please email us. Additionally, if you would prefer […]

JPMorgan Multi-Asset Growth & Income – New policy bearing fruit

New policy bearing fruit There are many investors looking for high and growing income and a modest level of capital growth. JPMorgan Multi-Asset Growth & Income (MATE), with a portfolio diversified across a range of different asset classes, was designed with this in mind. MATE was established about three and a half years ago. As […]

QuotedData’s Real Estate Roundup – October 2021

Real Estate Roundup Kindly sponsored by Aberdeen Standard Investments Performance data September’s biggest movers in price terms are shown in the chart below. With fears that economic growth will be stunted by supply chain issues, September wasn’t a great month for property stocks. However, development and regeneration specialist Harworth saw its share price rise 13.3% […]

QuotedData’s Investment Companies Roundup – October 2021

Investment Companies Monthly Roundup Kindly sponsored by Baillie Gifford and Aberdeen Standard Investments Performance The pandemic recovery continued in September with certain countries catching up on their vaccination programmes, such as Japan, which after a few rough months made gains and took two of the top spots for the best performing sectors. Meanwhile, the UK Equity […]

QuotedData’s Economic Roundup – October 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 chairs 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 Tim Creed from Schroder UK Public Private

In this week’s show, James Carthew talked to Tim Creed of Schroder UK Public Private If you were looking for the first part of QuotedData’s show, focused on the roundup of the week’s news, click here If there is a guest speaker you’d particularly like to hear from, please email us. Additionally, if you would […]

BlackRock Throgmorton Trust – Confidence rewarded

Confidence rewarded In mid-December 2020, when we last published a note on BlackRock Throgmorton Trust (THRG), its manager Dan Whitestone said he was genuinely excited about the prospects for the stocks in its portfolio. That enthusiasm has been vindicated and the many investors that have embraced the trust over the past year have been well-rewarded. […]

Interview with Peter Hewitt from BMO Managed Portfolio

In this week’s show, James Carthew talked to Peter Hewitt from BMO Managed Portfolio If you were looking for the first part of QuotedData’s show, focused on the roundup of the week’s news, click here If there is a guest speaker you’d particularly like to hear from, please email us. Additionally, if you would prefer […]

Aberdeen Standard European Logistics Income – Handbrake off in growth drive

Handbrake off in growth drive Aberdeen Standard European Logistics Income’s (ASLI’s) manager has taken a prudent approach to growing the fund thus far, taking a little-and-often capital raise strategy to improve the quality of the portfolio. However, it now proposes a £75m placing to acquire assets from an identified investment pipeline worth €165m and take […]

Interview with Robin Parbrook from Schroder Asia Total Return

In this week’s show, James Carthew talked to Robin Parbrook from Schroder Asia Total Return If you were looking for the first part of QuotedData’s show, focused on the roundup of the week’s news, click here If there is a guest speaker you’d particularly like to hear from, please email us. Additionally, if you would […]

Standard Life Private Equity Trust – Proving its mettle
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Proving its mettle We held the view throughout 2020 that private equity funds like Standard Life Private Equity (SLPE) were being unfairly penalised by the market with wide discounts to net asset value (NAV). This was especially true once it became clearer, from the middle of 2020 onwards, that distributions were likely to be good, […]

Interview with Craig Baker of Alliance Trust

In this week’s show, James Carthew talked to Craig Baker of Alliance Trust If you were looking for the first part of QuotedData’s show, focused on the roundup of the week’s news, this is now in the news section – here. If there is a guest speaker you’d particularly like to hear from, please email […]

Strategic Equity Capital – Headed in the right direction

Headed in the right direction At the end of September 2020, Ken Wotton became the lead manager of Strategic Equity Capital (SEC) and, during the ten months since, SEC has provided NAV and share price returns that are significantly ahead of the MSCI UK Smaller Companies and even the broader MSCI UK Index. Despite this, […]

QuotedData’s Real Estate Roundup – September 2021

Real Estate Roundup Kindly sponsored by Aberdeen Standard Investments Performance data August’s biggest movers in price terms are shown in the chart below. Traditionally a quiet month, August was anything but for property companies. While takeovers, IPO activity and large investment deals dominated the headlines, Tritax Big Box REIT continued its impressive performance. After reporting […]

QuotedData’s Economic Roundup – September 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 chairs 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 – September 2021

Investment Companies Monthly Roundup Kindly sponsored by Baillie Gifford and Aberdeen Standard Investments Performance While inflation concerns remain, they are accompanied by the idea that the global recovery is well underway, with the return of company dividend payouts and an uptick in deal activity. It is therefore perhaps no surprise to see private equity and smaller […]

Interview with Ian Lance of Temple Bar Investment Trust

In this week’s show, Jayna Rana talked to Ian Lance of Temple Bar 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 David Smith from Henderson High Income Trust

In this week’s show, Jayna Rana talked to David Smith from Henderson High Income 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 – […]

Henderson High Income – A taste of more to come

A taste of more to come The UK market has been making somewhat of a comeback since the start of 2021, after years of uncertainty, volatility and being outright unloved. Henderson High Income (HHI) has been a beneficiary of the recovery in the UK’s fortunes, outperforming its performance benchmark and putting its NAV ahead of […]

Interview with Abby Glennie from Aberdeen Smaller Companies Income Trust

In this week’s show, James Carthew talked to Abby Glennie from Aberdeen Smaller Companies Income 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 – […]

Baillie Gifford UK Growth – Looking way beyond the now
Baillie Gifford UK Growth BGUK

Looking way beyond the now It is now just over three years since Baillie Gifford, an investment management house famed for its growth-focused investment strategies, took over the management of Baillie Gifford UK Growth Trust (BGUK). This move has paid off, with absolute and relative performance versus its peers (in the AIC’s UK All Companies […]

Henderson Diversified Income Trust – Sticking to its guns

Sticking to its guns Henderson Diversified Income Trust (HDIV) focuses on high-quality companies with sustainable business models. It was resilient in the face of COVID-19-related market falls, but, unlike some of its peers, has not benefitted from the bounce in the prices of debt issued by low-quality borrowers and those whose business models are sensitive […]