Investment Companies Research

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 […]

12 Jun 2024

Ecofin Global Utilities and Infrastructure Trust – Momentum building

Momentum building The manager of Ecofin Global Utilities and Infrastructure Trust (EGL) notes that after a challenging 18-month period, things are beginning to look a lot brighter. It points out that since the middle of February, strong earnings, AI momentum behind electricity demand, and a shifting macroeconomic outlook have contributed to a 23% bounce in […]

12 Jun 2024

Ecofin Global Utilities and Infrastructure Trust – Momentum building

Momentum building After a challenging 18-month period, things are beginning to look a lot brighter for the Ecofin Global Utilities and Infrastructure Trust (EGL). Since the middle of February, strong earnings, artificial intelligence (AI) related momentum behind growing electricity demand, and a shifting macroeconomic outlook have contributed to a 23% bounce in the company’s shares. […]

12 Jun 2024

Ecofin Global Utilities and Infrastructure Trust – Momentum building

Momentum Building After a challenging 18-month period, things are beginning to look a lot brighter for the Ecofin Global Utilities and Infrastructure Trust (EGL). Since the middle of February, strong earnings, AI momentum behind electricity demand, and a shifting macroeconomic outlook have contributed to a 23% bounce in the company’s shares. The recent rally reflects […]

12 Jun 2024

Vietnam Holding Limited – Stellar performance with plenty of potential

Stellar performance with plenty of potential Vietnam Holding (VNH) has provided strong absolute and relative returns during the last 12 months, expanding its record of outperformance of both peers and relevant benchmarks. The introduction of a redemption opportunity at NAV less associated costs (the first of which is on 30 September this year) has significantly […]

12 Jun 2024

Vietnam Holding Limited – Strong performance with potential for more

Strong performance with potential for more Vietnam Holding (VNH) has provided strong absolute and relative returns during the last 12 months, expanding its record of outperformance of both peers and relevant benchmarks. The introduction of a redemption opportunity at NAV less associated costs (the first of which is on 30 September this year) appears to […]

12 Jun 2024

Vietnam Holding Limited – Stellar performance with plenty of potential

Stellar performance with plenty of potential Vietnam Holding (VNH) has provided strong absolute and relative returns during the last 12 months, expanding its record of outperformance of both peers and relevant benchmarks. The introduction of a share redemption opportunity at net asset value (NAV) less associated costs (the first of which is on 30 September […]

11 Jun 2024

BlackRock Throgmorton Trust – get it while the price is good

Throgmorton – get it while the price is good Dan Whitestone, BlackRock Throgmorton’s (THRG’s) manager, believes that the historic selloff of UK equites represents both a disconnect to the strong earnings reported by UK companies, and an attractive valuation opportunity. UK companies remain more than competitive compared to international peers, and overseas companies are taking […]

11 Jun 2024

BlackRock Throgmorton Trust – get it while the price is good

Throgmorton – get it while the price is good Dan Whitestone, BlackRock Throgmorton’s (THRG’s) manager, believes that the historic selloff of UK equities, with investors taking their money out of UK equities in record numbers, is a behaviour that represents both a disconnect to the strong earnings reported by UK companies, and an attractive valuation […]

11 Jun 2024

BlackRock Throgmorton Trust – opportunities in a discounted UK?

Throgmorton – opportunities in a discounted UK? Dan Whitestone, BlackRock Throgmorton’s (THRG’s) manager, believes that the historic selloff of UK equities represents both a disconnect to the strong earnings reported by UK companies, and a potential valuation opportunity. Dan’s observation is that UK companies remain competitive compared to international peers, and that some overseas companies […]

07 Jun 2024

Interview with Olivia Macdonald from Majedie Investments

In this week’s show, James Carthew spoke to Olivia Macdonald from Majedie 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 Aiman. Additionally, if you would prefer to watch […]

06 Jun 2024

AVI Global Trust – Thriving under pressure

Thriving under pressure The AVI Global Trust (AGT) has gone from strength to strength as its managers identify a wealth of opportunities. A share price total return of over 30% in the past year highlights the value of the company’s strategy of targeting high-quality companies whose shares are trading at a discount to their intrinsic […]

06 Jun 2024

AVI Global Trust – Thriving under pressure

Thriving under pressure AVI Global Trust (AGT) has gone from strength to strength as its managers identify a wealth of opportunities. A share price total return of over 30% in the past year highlights the value of the company’s strategy of targeting high-quality companies whose shares are trading at a discount to their intrinsic value.Against […]

06 Jun 2024

AVI Global Trust – Thriving under pressure?

Thriving under pressure? AVI Global Trust (AGT) appears to have gone from strength to strength as its managers say that they have identified a wealth of opportunities. A share price total return of over 30% in the past year could be said to highlight the attraction of the company’s strategy of targeting high-quality companies whose […]

03 Jun 2024

Impax Environmental Markets – Sustainable long-term growth

Sustainable long-term growth Impax Environmental Markets (IEM) invests in good-quality, fast-growing companies that are providing innovative solutions to environmental challenges or improving resource efficiency. The pace of change may be slower in some countries than others and, overall, slower than many of us would like, but it is inexorable, which underpins an attractive long-term outlook […]

03 Jun 2024

Impax Environmental Markets – Sustainable long-term growth

Sustainable long-term growth Impax Environmental Markets (IEM) invests in good-quality, fast-growing companies that are providing innovative solutions to environmental challenges or improving resource efficiency. The pace of change may be slower in some countries than others and, overall, slower than many of us would like, but it is inexorable, which underpins an attractive long-term outlook […]

03 Jun 2024

Impax Environmental Markets – Sustainable long-term growth

Sustainable long-term growth Impax Environmental Markets (IEM) aims to invest in good-quality, fast-growing companies that are providing innovative solutions to environmental challenges or improving resource efficiency. The pace of change may be slower in some countries than others and, overall, slower than many of us would like, but IEM’s managers believe that it is inexorable, […]

31 May 2024

Interview with Nick Brind from Polar Capital Global Financials

In this week’s show, James Carthew spoke to Nick Brind from Polar Capital Global Financials. 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 Aiman. Additionally, if you would […]

24 May 2024

Interview with Edward Hunt from HICL Infrastructure

In this week’s show, James Carthew spoke to Edward Hunt from HICL Infrastructure. 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 Aiman. Additionally, if you would prefer to […]

17 May 2024

Downing Renewables and Infrastructure Trust – Fundamental story to drive returns

Downing Renewables and Infrastructure Trust Investment companies | Annual overview | 17 May 2024 Fundamental story to drive returns By almost every measure, Downing Renewables and Infrastructure Trust (DORE) has delivered above expectations since its IPO in December 2020. A NAV total return of 33% over this period highlights the already strong performance of the […]

17 May 2024

Downing Renewables and Infrastructure Trust – Fundamental story to drive returns

Downing Renewables and Infrastructure Trust Investment companies | Annual overview | 17 May 2024 Fundamental story to drive returns By almost every measure, Downing Renewables and Infrastructure Trust (DORE) has delivered above expectations since its IPO in December 2020. A net asset value (NAV) total return of 33% over this period highlights the already strong […]

17 May 2024

Downing Renewables and Infrastructure Trust – Fundamental story to drive returns

Diversified renewable energy and infrastructure DORE aims to provide investors with a sustainable level of income, with an element of capital growth, through a diversified portfolio of renewable energy and infrastructure assets located in the UK, Ireland and Northern Europe. Portfolio progress in 2023 On 11 April, DORE released its annual results for the year […]

17 May 2024

Lar España Real Estate – 10-up and more growth to come

Lar España Real Estate Real estate | Annual overview | 17 May 2024 10-up and more growth to come Lar España Real Estate celebrated its 10-year anniversary last month, and despite facing some potentially crippling challenges to its Spanish retail portfolio in that time – including the COVID-19 pandemic and now a higher interest rate […]

17 May 2024

Lar España Real Estate – 10-up and more growth to come

Lar España Real Estate Real estate | Annual overview | 17 May 2024 Exposure to Spanish retail Lar España Real Estate aims to grow its EPRA net tangible assets (NTA) through active asset management of Spanish commercial real estate, and deliver high returns primarily through the payment of considerable annual dividends. Fund profile The company’s […]

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