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QuotedData’s weekly roundup 29 May 2020

James Carthew’s weekly news roundup show for Friday, 29 May, covers a wide range of topics and includes an interview with David Cornell, manager of India Capital Growth. Listen back here If there is a guest speaker you’d particularly like to hear from, please email us – research@quoteddata.com. Next we’ll be back on 5th June […]

Growth strategies webinar

On Thursday 21st May we held our Growth Strategies webinar which showcased Baillie Gifford European Growth Trust, Fundsmith Emerging Equities Trust and Schroder Japan Growth Fund. The event is a pre-cursor to our postponed Growth Strategies conference which will now be held on 14th October 2020. Stephen Paice of Baillie Gifford, Michael O’Brien of Fundsmith […]

India Capital Growth – Needs more time

 Needs more time India Capital Growth’s (IGC’s) board is asking investors to back a continuation vote scheduled for 12 June 2020 and it is important that shareholders make their vote count. COVID-19 has depressed valuations to levels not seen since the financial crisis. The managers see substantial upside when market confidence returns and are asking […]

India Capital Growth – Needs more time

 Needs more time India Capital Growth’s (IGC’s) board is asking investors to back a continuation vote scheduled for 12 June 2020 and it is important that shareholders make their vote count. COVID-19 has depressed valuations to levels not seen since the financial crisis. The managers see substantial upside when market confidence returns and are asking […]

QuotedData’s weekly roundup 22 May 2020

James Carthew’s weekly news roundup show for Friday, 22 May, covers a wide range of topics and includes an interview with Andy Brough, co-manager of Schroder UK Mid Cap. Listen back here If there is a guest speaker you’d particularly like to hear from, please email us – research@quoteddata.com. Next we’ll be back on 29 […]

Vietnam Holding Limited – Early mover advantage

 Early mover advantage The covid-19 pandemic is having a devastating impact on the global economy and, while they have recovered from their lows, financial markets remain depressed. Emerging markets have been at the sharp end of these moves but Vietnam, which was quick and tenacious in its response to the outbreak of the virus, is […]

Vietnam Holding Limited – Early mover advantage

 Early mover advantage The pandemic is having a devastating impact on the global economy and, while they have recovered from their lows, financial markets remain depressed. Emerging markets have been at the sharp end of these moves, but Vietnam, which was quick and tenacious in its response, is a bright spot in these difficult times. […]

Henderson High Income Trust – Able to commit to the dividend

 Able to commit to the dividend Recent market falls have left Henderson High Income Trust (HHI) trading on a 7.3% yield. This is a significant premium to the yield on the UK market, which has been hit by a swathe of dividend cuts. The board are well aware of the reliance that many investors have […]

Henderson High Income Trust – Able to commit to the dividend

 Able to commit to the dividend Recent market falls have left Henderson High Income Trust (HHI) trading on a 7.3% dividend yield. This is a significant premium to the yield on the UK market, which has been hit by a swathe of dividend cuts. The board are well aware of the reliance that many investors […]

QuotedData’s weekly roundup 15 May 2020

James Carthew’s weekly news roundup show for Friday, 15 May, covers a wide range of topics and includes an interview with Craig Martin, CEO of Dynam Capital, managers of Vietnam Holding. Listen back here If there is a guest speaker you’d particularly like to hear from, please email us – research@quoteddata.com. Next we’ll be back […]

CEIBA Investments – Primed for long-term growth
CEIBA Investments - Primed for long-term growth

 Primed for long-term growth CEIBA Investments (CBA), the foremost foreign investor in Cuban real estate, has reason to be optimistic for its long-term growth despite the present covid-19 pandemic. Not only does CBA stand to benefit from the development of the Caribbean island as a leading holiday destination, but with the US Presidential election taking […]

JLEN Environmental Assets – Reliable source of income

 Reliable source of income It is hard to gauge the true extent of the damage that the pandemic is inflicting on the global economy, but already many companies have been forced to reduce or suspend dividends. For investors reliant on income, the renewable infrastructure sector offers some sense of security. JLEN Environmental Assets Group’s (JLEN’s) […]

JLEN Environmental Assets – Reliable source of income

 Reliable source of income It is hard to gauge the true extent of the damage that the pandemic is inflicting on the global economy, but already many companies have been forced to reduce or suspend dividends. For investors reliant on income, the renewable infrastructure sector offers some sense of security. JLEN Environmental Assets Group’s (JLEN’s) […]

Polar Capital Technology – Confidence building

 Confidence building After a brief period of extreme volatility in stock markets related to the coronavirus COVID-19 outbreak, confidence is returning in the technology sector. Shareholders seem to appreciate that the sector is well-placed to weather the disruption caused by measures that are being used to fight the pandemic. Polar Capital Technology Trust (PCT), buoyed […]

Polar Capital Technology – Confidence building

 Confidence building After a brief period of COVID-19-related volatility, confidence is returning in the technology sector. Shareholders seem to appreciate that the sector is wellplaced to weather the disruption caused by measures to fight the pandemic. Polar Capital Technology Trust (PCT), buoyed by its strong track record, is issuing shares to meet investors’ demand. The […]

QuotedData’s Investment Companies Roundup – May 2020

Investment Companies Roundup Kindly sponsored by Baillie Gifford and Aberdeen Standard Investments  Table of contents  New research In this issue Performance data Discounts and premiums Money in and out Major news stories Income Events Guide Appendix – Performance by sector full list  New research Here is a list of research we published over April: An update note […]

QuotedData’s Economic Roundup – May 2020

Economic & Political Roundup Kindly sponsored by Allianz 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 […]

QuotedData’s Real Estate Roundup – May 2020

Real Estate Roundup Kindly sponsored by Aberdeen Standard Investments  Performance data April’s biggest movers in price terms are shown in the chart below. Following two months of heavy falls as the covid-19 pandemic took hold and the UK was put on lockdown, many property companies saw a bounce in their share price in April, although […]

QuotedData’s weekly roundup 1 May 2020

James Carthew’s weekly news roundup show for Friday, 1 May, covers a wide range of topics and includes an interview with Magnus Spence, head of alternative investments at Jupiter Asset Management. Listen back here If there is a guest speaker you’d particularly like to hear from, please email us – research@quoteddata.com. Next week is VE […]

QuotedData’s weekly roundup 24 April 2020

James Carthew’s weekly news roundup show for Friday, 24th April, covers a wide range of topics and includes an interview with Jonathan Maxwell, CEO of SDCL, which is the manager of SDCL Energy Efficiency Income. Listen back here If there is a guest speaker you’d particularly like to hear from, please email us – research@quoteddata.com. […]

Seneca Global Income & Growth – Triple whammy but standing by the dividend

 Triple whammy but standing by the dividend The outbreak of covid-19 has taken the wind out of global markets and Seneca Global Income & Growth Trust (SIGT) has not been immune to this; its NAV has fallen 30.4% during the first quarter of 2020 (23.6% in March – all in total return terms). It has […]

Seneca Global Income and Growth – Triple whammy but standing by the dividend

 Triple whammy but standing by the dividend The outbreak of covid-19 has taken the wind out of global markets and Seneca Global Income & Growth Trust (SIGT) has not been immune to this; its net asset value (NAV) has fallen 30.4% during the first quarter of 2020 (23.6% in March – all in total return […]

QuotedData’s Real Estate Quarterly Roundup – First Quarter 2020

Real Estate Quarterly Roundup Kindly sponsored by Aberdeen Standard Investments  Covid chaos The covid-19 pandemic has had a devastating effect on the share price of property companies, with 31% wiped off the value of their total market capitalisation during the first quarter of 2020. Companies focused on the retail, leisure and hospitality property sectors were […]

QuotedData’s weekly roundup 17 April 2020

James Carthew’s weekly news roundup show for Friday, 17th April, covers a wide range of topics and includes an interview with Tony Dalwood, CEO of Gresham House, which has just taken on the management of Strategic Equity Capital. Listen back here This was our second weekly roundup and the format we evolve over time. If […]

QuotedData’s Investment Companies Quarterly Review – First Quarter 2020

Investment Companies Quarterly Roundup Kindly sponsored by Baillie Gifford and Aberdeen Standard Investments  Table of contents  In this issue Performance data Positive movers Negative movers Discounts and premiums Getting more expensive Getting cheaper Money in and out Money in Money out Major news stories Upcoming Events New research The legal bit  Unprecedented times  We have knitted […]

Strategic Equity Capital – Focused on fundamentals

 Focused on fundamentals Just a couple of months ago, Strategic Equity Capital (SEC)’s NAV and share price were at an all-time high. However, since then the covid-19-related sell-off in markets has led to a flight to safety, to the detriment of smaller companies funds’ NAVs, and a widening of discounts. SEC has proved relatively resilient, […]

Strategic Equity Capital – Focused on fundamentals

 Focused on fundamentals Just a couple of months ago, Strategic Equity Capital (SEC)’s net asset value (NAV) and share price were at all-time highs. However, since then, the covid-19-related sell-off in markets has led to a flight to safety. NAVs of smaller companies funds have fallen and discounts have widened. Against this backdrop, SEC has […]

Civitas Social Housing – Proved its mettle
Civitas Social Housing - Proved its mettle

Some commentators appear to have overstated the impact of regulatory concerns on Civitas Social Housing’s (CSH’s) performance. Regulatory notices served on some of its tenants knocked the share price over 2018/2019. However, during the whole period, it collected its rents, paid its dividends and increased its net asset value (NAV). Recognition of this fact, and […]

Civitas Social Housing – Proved its mettle
Civitas Social Housing - Proved its mettle

Some market commentators appear to have overstated the impact of regulatory concerns on Civitas Social Housing’s (CSH’s) performance. Regulatory notices served on some of its tenants knocked CSH’s share price over 2018/2019. However, during the whole of this period, it collected its rents, paid its dividends and increased its net asset value (NAV). Recognition of […]

QuotedData’s Investment Companies Roundup – April 2020

Investment Companies Roundup Kindly sponsored by Baillie Gifford and Aberdeen Standard Investments  Table of contents  New research In this issue Performance data Discounts and premiums Money in and out Major news stories Income Events Guide Appendix – Performance by sector full list  New research Here is a list of research we published over March: An update note […]

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