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Interview with James Baker from The Investment Company & David Horner from Chelverton Asset Management

In this week’s show, Matthew Read spoke to James Baker from The Investment Company & David Horner from Chelverton Asset Management. 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 […]

Today
03 Jul 2024

Exclusive interview with Dan Whitestone: insights & strategies for 2024

BlackRock Throgmorton Trust is one of the largest trusts specialising in investment into smaller UK companies. Its manager Dan Whitestone is passionate about the trust and the companies that he is backing and this comes through in this video. In it, we explore how the portfolio is managed, what makes it unique, and hopefully give […]

03 Jul 2024

QuotedData’s Economic and Political Monthly Roundup – July 2024

In the US, hopes for near-term interest rate cuts may have been dashed by the Federal Reserve (Fed). In a recent speech, governor Lisa Cook noted that services inflation was running above pre-pandemic levels. She forecast that forecast ‘that three- and six-month inflation rates will continue to move lower on a bumpy path’, but thinks […]

28 Jun 2024

Interview with Nick Train from Finsbury Growth & Income Trust

In this week’s show, Matthew Read spoke to Nick Train from Finsbury Growth & Income Trust. 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 Aiman. Additionally, if you […]

25 Jun 2024

Polar Capital Technology – AI caramba!

AI caramba! Polar Capital Technology’s (PCT’s) manager remains all in on the artificial intelligence (AI) investment theme, having fine-tuned the portfolio towards the ‘AI enablers’ and ‘AI beneficiaries’ that it considers will outperform the wider sector over the long-term. 2024 is set to be a profound moment for AI and a showcase for the rapid […]

25 Jun 2024

Polar Capital Technology – AI caramba!

AI caramba! Polar Capital Technology’s (PCT’s) manager remains all in on the artificial intelligence (AI) investment theme, having fine-tuned the portfolio towards the ‘AI enablers’ and ‘AI beneficiaries’ that it considers will outperform the wider sector over the long-term. It believes that 2024 is set to be a profound moment for AI and a showcase […]

25 Jun 2024

Polar Capital Technology – AI caramba!

AI caramba! Polar Capital Technology’s (PCT’s) manager remains all in on the artificial intelligence (AI) investment theme, having fine-tuned the portfolio towards the ‘AI enablers’ and ‘AI beneficiaries’ that it considers will outperform the wider sector over the long-term. 2024 is set to be a profound moment for AI and a showcase for the rapid […]

25 Jun 2024

Herald Investment Trust – Heralding in the age of AI

Heralding in the age of AI In a world where AI stocks have determined the fortunes of global equity markets, Herald Investment Trust (HRI) offers a way to capitalise on these potent tailwinds while still offering an arguably seldom-found discount opportunity within a universe known for its high valuations, coupled with the trust currently trading […]

25 Jun 2024

Herald Investment Trust – Heralding in the age of AI

Heralding in the age of AI In a world where AI stocks have appeared to determine the fortunes of global equity markets, Herald Investment Trust (HRI) offers a way to capitalise on these tailwinds. Further, it is trading on a discount within a universe arguably known for its high valuations, currently this is 11.5%. HRI’s […]

25 Jun 2024

Herald Investment Trust – Heralding in the age of AI

Heralding in the age of AI In a world where the share prices of AI-related companies have determined the fortunes of global equity markets, Herald Investment Trust (HRI) offers a way to capitalise on these potent tailwinds while still offering an arguably seldom-found discount opportunity within a universe known for its high valuations, coupled with […]

24 Jun 2024

QuotedData’s Weekly News Show Special: Big Discounts

On Friday’s show, James Carthew covered this week’s top stories and hosted a panel discussion between Nick Greenwood from MIGO Opportunities, Peter Hewitt from Columbia Threadneedle and Ben Ritchie from abrdn. If you were looking for the first part of QuotedData’s show, focused on the roundup of the week’s news click here. Additionally, if you would prefer […]

20 Jun 2024

Urban Logistics REIT – Full year results analysis

Focused on dividend cover Urban Logistics REIT (SHED) has reported its full year results for the year end 31 March 2024 this morning. It has been another year of strong operational performance, with net rental income up 8.4% to £57.4m. Valuations have stabilised, with EPRA net tangible assets (NTA) was down just 1.3% to 160.27p. […]

19 Jun 2024

QuotedData’s Investment Companies Roundup – June 2024

June 2024 Monthly | Investment companies  Kindly sponsored by abrdn  Winners and losers in May 2024 May has been a story of market rebounds, with some of 2024’s worst-performing sectors having become the best-performing. Infrastructure securities was the top performing sector over the month. Listed infrastructure was supported by a fall in interest rate expectations […]

19 Jun 2024

QuotedData’s Economic and Political Monthly Roundup – June 2024

Whilst the ongoing conflicts in Ukraine and the Middle East have intensified, economic recovery in the US continues, with a rise in the S&P Global US composite PMI output index, tracking improvements in the outlook for both manufacturing and services. With May’s reading of 54.4, the index reached its highest level since April 2022 (figures […]

19 Jun 2024

QuotedData’s Real Estate Monthly Roundup – June 2024

June 2024 Winners and losers in May 2024 Best performing funds in price terms (%) Capital & Regional 22.0 Safestore 16.4 Big Yellow Group 15.6 Derwent London 13.2 British Land 12.8 Helical 9.8 Phoenix Spree Deutschland 9.2 Shaftesbury Capital 8.2 Workspace 7.5 SEGRO 7.5 Source: Bloomberg, Marten & Co Worst performing funds in price terms […]

19 Jun 2024

CQS New City High Yield Fund – Riding the wave of shifting interest rates

Riding the wave of shifting interest rates CQS New City High Yield Fund (NCYF) is consistently one of the highest-yielding funds in its debt – loans and bonds peer group and, over the longer term, is also one of its best-performing (see page 16). NCYF has benefitted from an uplift in capital values as the […]

19 Jun 2024

CQS New City High Yield Fund – Riding the wave of shifting interest rates

Riding the wave of shifting interest rates CQS New City High Yield Fund (NCYF) has consistently been one of the highest-yielding funds in its debt – loans and bonds peer group and, over the longer term, has also been one of its best-performing (see page 16). NCYF appears to have benefitted from an uplift in […]

19 Jun 2024

CQS New City High Yield Fund – Riding the wave of shifting interest rates

Riding the wave of shifting interest rates CQS New City High Yield Fund (NCYF) is consistently one of the highest-dividend-yielding funds in its debt – loans and bonds peer group and, over the longer term, is also one of its best-performing (see page 17). NCYF has benefitted from an uplift in capital values as the […]

19 Jun 2024

RIT Capital Partners – Change in fortunes could be on the horizon

Change in fortunes could be on the horizon It is possible that RIT Capital Partners’ (RIT’s) private investments portfolio, which for the past two years has dragged on the trust’s NAV returns, could be the spark for a change in its fortunes over the next 12 months. Several holdings are considering IPOs. History suggests that […]

19 Jun 2024

RIT Capital Partners – Change in fortunes on the horizon

Change in fortunes on the horizon RIT Capital Partners’ (RIT’s) private (unquoted) investments portfolio, which for the past two years has dragged on the trust’s net asset value (NAV) returns, could be the spark for a change in its fortunes over the next 12 months. Several holdings are considering initial public offerings (IPOs) that could […]

19 Jun 2024

RIT Capital Partners – Change in fortunes on the horizon

Change in fortunes on the horizon RIT Capital Partners’s (RIT’s) private investments portfolio, which for the past two years has dragged on the trust’s NAV returns, could be the spark for a change in its fortunes over the next 12 months. Several holdings are considering IPOs that could present healthy premiums to the typically conservative […]

14 Jun 2024

Montanaro UK Smaller Companies – A coiled spring?

A coiled spring? Charles Montanaro, the manager of Montanaro UK Smaller Companies Investment Trust (MTU), has remained stalwart in the face of a UK market that has been underperforming international peers. His bullishness is based on what he believes is the increasingly attractive valuations being assigned to UK equities, as several of MTU’s holdings have […]

14 Jun 2024

Montanaro UK Smaller Companies – A coiled spring?

A coiled spring? Charles Montanaro, the manager of Montanaro UK Smaller Companies Investment Trust (MTU), has remained stalwart in the face of investor aversion to the UK. His bullishness is based on the increasingly attractive valuations being assigned to UK equities, as many of MTU’s holdings continue to generate decent earnings, several reporting their highest […]

14 Jun 2024

Montanaro UK Smaller Companies – A coiled spring?

A coiled spring? Charles Montanaro, the manager of Montanaro UK Smaller Companies Investment Trust (MTU), has remained stalwart in the face of investor aversion to the UK equity market. His bullishness is based on the increasingly attractive valuations being assigned to UK equities, as many of MTU’s holdings continue to generate decent earnings based on […]

14 Jun 2024

Interview with Luciano Suana from Menhaden Capital Management

In this week’s show, James Carthew spoke to Luciano Suana from Menhaden Capital Management. 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 Aiman. Additionally, if you would prefer to […]

13 Jun 2024

Polar Capital Global Financials Trust – Handful of themes to drive performance

Handful of themes to drive performance Polar Capital Global Financials Trust (PCFT) has had a good six months both in NAV terms, where returns have been ahead of both its benchmark and the global index, and in price terms, as the discount has narrowed. Next year’s liquidity opportunity (see page 11) ought to help the […]

13 Jun 2024

Polar Capital Global Financials Trust – Handful of themes to drive performance?

Handful of themes to drive performance? Over the six months to end May 2024, Polar Capital Global Financials Trust’s (PCFT) net asset value (NAV) returns have been ahead of both its benchmark and the global index, and its share price returns have been even better, as the share price discount to NAV has narrowed. The […]

13 Jun 2024

Polar Capital Global Financials Trust – Handful of themes to drive performance

Handful of themes to drive performance Polar Capital Global Financials Trust (PCFT) has had a good six months both in net asset value (NAV) terms, where returns have been ahead of both its MSCI All-Countries World Financials Index performance benchmark and the global MSCI All Countries World Index, and in share price terms, as the […]

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