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03 Dec 2021

Interview with Rob Crayfourd from CQS Natural Resources Growth & Income

In this week’s show, Matthew Read talked to Rob Crayfourd from CQS Natural Resources Growth & Income 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 […]

03 Dec 2021

North American Income Trust – Healthy dividend increases

Healthy dividend increases Unlike its AIC North America peers, North American Income Trust (NAIT) combines an income focus with having at least 90% of its assets invested in the US. NAIT’s manager, Fran Radano, says that, after more than a year of uncertainty around dividends, things finally seem to be normalising, with some companies reportedly […]

03 Dec 2021

North American Income Trust – Healthy dividend increases

Healthy dividend increases Unlike its AIC North America peers, North American Income Trust (NAIT) combines an income focus with having at least 90% of its assets invested in the US. After more than a year of uncertainty around dividends, things finally seem to be normalising, with some companies even increasing their dividends. Over the past […]

03 Dec 2021

North American Income Trust – Healthy dividend increases

Healthy dividend increases Unlike its AIC North America peers, North American Income Trust (NAIT) combines an income focus with having at least 90% of its assets invested in the US. After more than a year of uncertainty around dividends, things finally seem to be normalising, with some companies even increasing their dividends. Over the past […]

26 Nov 2021

JPMorgan Japanese – Investor update playback

QuotedData hosted a webinar with Nicholas Weindling of JPMorgan Asset Management to provide an update on JPMorgan Japanese Investment Trust (JFJ). Nicholas discussed his current thoughts on the Japanese market, the company’s recent performance and the outlook for Japan. Follow the link below to view the update. Let us know if you have any questions […]

26 Nov 2021

Interview with David Cornell – India Capital Growth

In this week’s show, Jayna Rana and Richard Williams talked to David Cornell from India Capital Growth. 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 […]

26 Nov 2021

QuotedData’s ESG Webinar – Governance Day Playback

On the 18th November QuotedData hosted the last of our three ESG focused webinars. This Governance webinar highligthed managers who actively engage with investee companies to ensure best practices are introduced and maintained and the shareholders are a key consideration in the management of businesses. We would like to thank all our speakers and our […]

26 Nov 2021

QuotedData’s ESG Webinar – Social Day Playback

On the 17th November QuotedData hosted the second of three ESG focused webinars. This Social webinar focused on investment companies providing corporate solutions to the society’s social needs. We would like to thank all our speakers and our attendees for joining us. Dunedin Income Growth – Ben Ritchie  Civitas Social Housing – Paul Bridge  Resonance […]

26 Nov 2021

QuotedData’s ESG Webinar – Environmental Day Playback

On the 16th November QuotedData hosted the first of three ESG focused webinars. This Environmental webinar began with opening remarks from Natalie Kenway of ESG Clarity and Julia Dreblow of SRI Services. We would like to thank all our speakers and our attendees for joining us. Opening Remarks – Natalie Kenway (ESG Clarity) and Julia […]

25 Nov 2021

Pacific Horizon – Blistering performance

Since we last published in January of this year, Pacific Horizon (PHI) has continued with its trend of significant outperformance of both its peer group (where it is comfortably the top-performing trust) and the various indices that it benchmarks itself against. PHI, with its strong focus on growth, benefitted from a high allocation to technology […]

25 Nov 2021

Pacific Horizon – Blistering performance

Since we last published in January of this year, Pacific Horizon (PHI) has continued with its trend of exceptional outperformance of both its peer group (where it is comfortably the top-performing trust) and the various indices that it benchmarks itself against. PHI, with its strong focus on growth, benefitted from a high allocation to technology […]

25 Nov 2021

Pacific Horizon – Blistering performance

Since we last published in January of this year, Pacific Horizon (PHI) has continued with its trend of exceptional outperformance of both its Asia Pacific peer group (where it is comfortably the top-performing trust) and the various indices that it benchmarks itself against. PHI, with its strong focus on growth, benefitted from a high allocation […]

19 Nov 2021

Interview with Iain McCombie – Baillie Gifford UK

In this week’s show, James Carthew talked to Iain McCombie from Baillie Gifford UK 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 […]

18 Nov 2021

Polar Capital Global Financials Trust – More to go for

More to go for Polar Capital Global Financials Trust (PCFT) has been having a great run and we are delighted to see it re-expanding. The bounce in the financials sector began with last year’s good news on vaccines. Restrictions on distributions are being lifted and, as defaults have remained low, banks are looking overcapitalised. There […]

18 Nov 2021

Polar Capital Global Financials Trust – More to go for

More to go for Polar Capital Global Financials Trust (PCFT) has been having a good run of performance both in absolute and relative terms. It has also been re-expanding. The bounce in the financials sector coincided with last year’s good news on vaccines. Restrictions on distributions are being lifted and, as defaults have remained low, […]

18 Nov 2021

Polar Capital Global Financials Trust – More to go for

More to go for Polar Capital Global Financials Trust (PCFT) has been having a great run of performance and we are delighted to see it re-expanding, with over 148m shares issued since 31 October 2020. The bounce in the financials sector began with last year’s good news on vaccines. Restrictions on dividends and share buy […]

17 Nov 2021

Civitas Social Housing – Short shrift to short seller

Short shrift to short seller An attack by an activist short seller on the fabric of Civitas Social Housing (CSH), coinciding with it falling out of the FTSE 250 index, appears to have driven down CSH’s share price in recent months. CSH has published a strong rebuttal (details of the claims and CSH’s response are […]

17 Nov 2021

Civitas Social Housing – Short shrift to short seller

Short shrift to short seller An unwarranted attack by an activist short seller on the fabric of Civitas Social Housing (CSH), coinciding with it falling out of the FTSE 250 index, has driven down CSH’s share price in recent months. CSH has published a strong rebuttal (details of the claims and CSH’s response are on […]

17 Nov 2021

Civitas Social Housing – Short shrift to short seller

Short shrift to short seller An unwarranted attack by an activist short seller on the fabric of Civitas Social Housing (CSH), coinciding with it falling out of the FTSE 250 index, has driven down CSH’s share price in recent months. CSH has published a strong rebuttal (details of the claims and CSH’s response are on […]

16 Nov 2021

Lar España Real Estate – Ducks in a row

Ducks in a row Lar España Real Estate has lined up its ducks ready for a growth push, having trod water successfully through the COVID-19 pandemic. The group has made significant headway in improving the ESG-credentials of its more than €1.4bn shopping centre and retail park portfolio, so much so that it was able to […]

16 Nov 2021

Lar España Real Estate – Ducks in a row

Ducks in a row Lar España Real Estate has lined up its ducks ready for a growth push, having trod water successfully through the COVID-19 pandemic. The group has made significant headway in improving the environmental, social and governance (ESG) credentials of its more than €1.4bn shopping centre and retail park portfolio, so much so […]

16 Nov 2021

Lar España Real Estate – Ducks in a row

Ducks in a row Lar España Real Estate has lined up its ducks ready for a growth push, having trod water through the COVID-19 pandemic. The group believes that it has made significant headway in improving the ESG-credentials of its more than €1.4bn shopping centre and retail park portfolio, so much so that it was […]

12 Nov 2021

Interview with Helen Steers from Pantheon

In this week’s show, James Carthew talked to Helen Steers from Pantheon 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 watch […]

09 Nov 2021

QuotedData’s Economic Roundup – November 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 […]

09 Nov 2021

QuotedData’s Investment Companies Roundup – November 2021

Investment Companies Monthly Roundup Kindly sponsored by Baillie Gifford and abrdn Performance October saw somewhat of a turnaround for a number of sectors with Japan funds back among the worst performers after a brief uptick during the previous month, and the commodities & natural resources sector back at the top of the best performers list […]

08 Nov 2021
05 Nov 2021

Interview with Rory Bateman of Schroder British Opportunities

In this week’s show, James Carthew talked to Rory Bateman of Schroder British Opportunities 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 […]

05 Nov 2021

Jupiter Emerging & Frontier Income Trust – Investor update playback

Ross Teverson and Matt Piggott from Jupiter Asset Management provided an update on Jupiter Emerging & Frontier Income Trust (JEFI). Ross and Matt discussed JEFI’s unique investment objective, its focus on sustainable income growth and the wide range of companies the team is able to access in emerging and frontier markets. A live audience put […]

04 Nov 2021

Aberdeen New Dawn – Caution wins out in the end

Caution wins out in the end After another challenging six months since our last note, with initially unscathed Asia finally being hit hard by COVID-19, Aberdeen New Dawn (ABD) has maintained its strong performance, suggesting that it can be resilient in down markets. But the manager says the numbers also reflect ABD’s long-standing caution over […]

04 Nov 2021

Aberdeen New Dawn – Caution wins out in the end

Caution wins out in the end After another challenging six months since our last note, with initially unscathed Asia finally being hit hard by COVID-19, Aberdeen New Dawn (ABD) has maintained its strong performance, showing it can still be resilient in falling markets. However, the manager says the numbers also reflect ABD’s long-standing caution over […]

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