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Aberdeen Emerging Markets – The stars may be aligning
Aberdeen Emerging Markets - The stars may be aligning

Year to date, Aberdeen Emerging Markets (AEMC) has been performing well, outstripping both its benchmark and the average of competing funds by some margin (see page 9). The members of the investment management team, who predicted a resurgence in AEMC’s performance in 2019, believe there is more to come over the remainder of the year. […]

Aberdeen Emerging Markets – The stars may be aligning
Aberdeen Emerging Markets - The stars may be aligning

Year to date, Aberdeen Emerging Markets (AEMC) has been performing well, outstripping both its benchmark and the average of its peer group by some margin (see page 8). The members of the investment management team, who predicted a resurgence in AEMC’s performance in 2019, believe there is more to come over the remainder of the […]

QuotedData’s investment companies roundup – August 2019

Investment Companies Roundup  New research Over July, we published notes on CQS New City High Yield, BlackRock Throgmorton, Strategic Equity Capital, Seneca Global Income & Growth, CG Asset Management, Standard Life Investments Property Income and Aberdeen New Dawn. You can read all these notes by clicking on the links above or by visiting www.quoteddata.com.  In this issue Performance data – appetite […]

QuotedData’s economic roundup – August 2019

Economic & Political Roundup 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 sell any of the […]

CQS New City High Yield – Same as it ever was…

 Same as it ever was… Ian “Franco” Francis, the manager of CQS New City High Yield (NCYF), says that, since we last published nothing much has changed, which is what we think you should expect from this “conservative and boring” fund. However, we reiterate that NCYF offers a compelling yield (7.3%) and has beaten the […]

CQS New City High Yield – Same as it ever was…

 Same as it ever was… Ian “Franco” Francis, the manager of CQS New City High Yield (NCYF), says that, since QuotedData last published nothing much has changed, which is what we think investors should expect from this “conservative and boring” fund (see QuotedData’s March 2018 initiation note for explanation). However, we note that NCYF offers […]

BlackRock Throgmorton Trust – Impressive run continues

 Impressive run continues Since QuotedData last published on BlackRock Throgmorton Trust (THRG), it has continued to beat both its benchmark and the average of its peer group by some margin. In a period where the market has been rising, the trust’s short positions managed to break even on average, whilst the long positions outperformed (see […]

BlackRock Throgmorton Trust – Impressive run continues

 Impressive run continues Since we last published on BlackRock Throgmorton Trust (THRG), it has continued to beat both its benchmark and the average of its peer group by some margin. In a period where the market has been rising, the trust’s short positions managed to break even, whilst the long positions outperformed. Many investors are […]

Strategic Equity Capital – Discounted opportunity

 Discounted opportunity Jeff Harris and Adam Khanbhai have been managing Strategic Equity Capital’s (SEC’s) portfolio jointly since February 2017. Since this time, NAV growth has been solid (a total return of 14.3%, which is broadly in line with the MSCI UK Small Cap Index’s return of 14.1%) but SEC has strongly outperformed during the last […]

Strategic Equity Capital – Discounted opportunity

 Discounted opportunity Jeff Harris and Adam Khanbhai have been managing Strategic Equity Capital’s (SEC’s) portfolio jointly since February 2017. Since this time, NAV growth has been solid (a total return of 14.3%, which is broadly in line with the MSCI UK Small Cap Index’s return of 14.1%) but SEC has strongly outperformed during the last […]

Seneca Global Income & Growth Trust – Going for gold!

 Going for gold! Seneca Global Income & Growth Trust’s (SIGT’s) manager, Seneca Investment Managers (Seneca IM), has continued to reduce the trust’s equity weighting, in advance of a global recession it now expects in late 2020/ early 2021. Consistent with its view, SIGT has made its first allocation into gold (through a gold ETF and […]

Seneca Global Income & Growth Trust – Going for gold!

 Going for gold! Seneca Global Income & Growth Trust’s (SIGT’s) manager, Seneca Investment Managers (Seneca IM), has continued to reduce SIGT’s equity weighting, in advance of a global recession it now expects in late 2020/ early 2021. Consistent with its view, SIGT has made its first allocation into gold (through a gold exchange traded fund […]

Quarterly investment companies roundup – Second quarter 2019

Quarterly investment companies roundup – Second quarter 2019  QuotedData news Global equities re-found momentum in June after a cautious April and May. How much longer this ten-year bull market can sustain itself continues to be the subject of much debate. The prospect of interest rate cuts in the US has re-invigorated sentiment for the time […]

CG Asset Management – The rewards of long-term thinking

The CG Asset Management (CGAM) team’s focus on medium-to-long-term absolute returns and excellent track record have attracted a loyal following of investors. Both Capital Gearing Trust and CG Absolute Return Fund have seen significant inflows since we published our initiation note in September 2018, and CG Absolute Return now has a three-year track record, which […]

CG Asset Management – The rewards of long-term thinking

 The rewards of long-term thinking The CG Asset Management (CGAM) team’s focus on medium-to-long-term absolute returns and excellent track record have attracted a loyal following of investors. Both Capital Gearing Trust and CG Absolute Return Fund have seen significant inflows since we published our initiation note in September 2018, and CG Absolute Return now has […]

Standard Life Investments Property Income Trust – KYT (know your tenant)
Standard Life Investments Property Income Trust - KYT (know your tenant)

Standard Life Investments Property Income Trust (SLI) has built a diverse portfolio of commercial property in the UK. A bias to industrial property is proving beneficial to the fund, but the manager, Jason Baggaley, is keen that all parts of the portfolio pull their weight. In an environment that is growing more challenging, he stresses […]

Standard Life Investments Property Income Trust – KYT (know your tenant)
Standard Life Investments Property Income Trust - KYT (know your tenant)

 KYT (know your tenant) Standard Life Investments Property Income Trust (SLI) has built a diverse portfolio of commercial property in the UK. A bias to industrial property is proving beneficial to the fund, but the manager, Jason Baggaley, is keen that all parts of the portfolio pull their weight. In an environment that is becoming more […]

Aberdeen New Dawn – Moving up the league table
Aberdeen New Dawn - Moving up the league table

 Moving up the league table Whilst the ongoing trade dispute between the US and China creates a strong headwind for the region, this more challenging time is playing to Aberdeen New Dawn (ABD)’s strengths. Its focus on high-quality companies is being rewarded and it is climbing the performance league table once again. It is striking […]

Aberdeen New Dawn – Moving up the league table
Aberdeen New Dawn - Moving up the league table

 Moving up the league table As it celebrates its 30th birthday, Aberdeen New Dawn (ABD) can look back on a tumultuous but ultimately rewarding period for investing in Asia. The rise of China and the broadening of economic growth across the region has created whole new areas for ABD to invest in. Countries such as […]

QuotedData’s economic roundup – July 2019

Economic & Political Roundup 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 sell any of the […]

QuotedData’s investment companies roundup – July 2019

Investment Companies Roundup  New research Over June, we published notes on CQS Natural Resources Growth and Income, Standard Life Private Equity and  Shires Income. You can read all these notes by clicking on the links above or by visiting www.quoteddata.com.  In this issue Performance data – there was a greater appetite for risk in June as […]

CQS Natural Resources Growth and Income – Strong recovery potential?
CQS natural resources CYN

CQS Natural Resources Growth and Income’s (CYN’s) managers believe the mining sector is only in the early stages of a recovery; real demand for commodities is on an upwards trend; and a reduction in capex has seen capacity removed from the market. If they are correct, all of these should be supportive of higher commodity […]

CQS Natural Resources Growth and Income – Strong recovery potential?
CQS natural resources CYN

CQS Natural Resources Growth and Income’s (CYN’s) managers believe the mining sector is only in the early stages of a recovery; real demand for commodities is on an upwards trend; and a reduction in capex has seen capacity removed from the market. If they are correct, all of these should be supportive of higher commodity […]

QuotedData’s investment companies roundup – June 2019

Investment Companies Roundup  New research Over May, we published notes on Shires Income, Standard Life Private Equity and The North American Income Trust. You can read all these notes by clicking on the links above or by visiting www.quoteddata.com.  In this issue Performance data – it was notable that risk appetite was down in May as renewed […]

QuotedData’s economic roundup – June 2019

Economic & Political Roundup 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 sell any of the […]

Shires Income – Growing again

In recent months, Shires Income Trust (SHRS) has been expanding for the first time since 2012. SHRS can boast both an attractive yield and outperformance of both its benchmark and the average of competing listed UK equity income funds (see Figure 15 on page 7, which shows SHRS outperforming over every time period). This appears […]

Shires Income – Growing again

In recent months, Shires Income Trust (SHRS) has been expanding for the first time since 2012. A combination of an attractive yield and outperformance of both its benchmark and the average of its peer group (see Figure 15 on page 7, which shows SHRS outperforming over every time period) appear to be winning new fans […]

Standard Life Private Equity Trust – Now with co-investments

Standard Life Private Equity Trust (SLPE), has made its first co-investment – a stake in Mademoiselle Desserts, made alongside IK Investment Partners – with more set to follow (up to 20% of NAV over time). Shareholders approved a change to SLPE’s investment policy in January to permit it to make co-investments. These are direct investments […]

Standard Life Private Equity Trust – Now with co-investments

Standard Life Private Equity Trust (SLPE), has made its first co-investment in Mademoiselle Desserts, alongside IK Investment Partners – see page 9, with more set to follow (up to 20% of NAV over time). Shareholders approved a change to the investment policy in January to permit co-investments (an area in which the manager has a […]

The North American Income Trust – Time to grow?
The North American Income Trust - Time to grow?

The North American Income Trust (NAIT) has been generating an attractive and increasing dividend (up 9% for the year ended 31 January 2019). It is also generating reasonable capital growth, despite an environment that has been favouring low-yielding, high-growth companies. The manager, Fran Radano, is not unduly concerned about the health of the US economy. […]

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