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Technology Research

09 Jan 2024

Polar Capital Technology – The AI’s have it

Polar Capital Technology Investment companies | Annual Overview | 9 January 2024 The AI’s have it Polar Capital Technology’s (PCT’s) manager Ben Rogoff’s conviction levels on the potential of artificial intelligence (AI) have risen, reflecting the all-encompassing possibilities of the technology. His bullishness is displayed in the make-up of PCT’s portfolio, which is weighted almost […]

09 Jan 2024

Polar Capital Technology – The AI’s have it

Polar Capital Technology Investment companies | Update | 9 January 2024 The AI’s have it Polar Capital Technology’s (PCT’s) manager Ben Rogoff’s conviction levels on the potential of artificial intelligence (AI) have risen, reflecting the all-encompassing possibilities of the technology. His bullishness is displayed in the make-up of PCT’s portfolio, which is weighted almost 80% […]

09 Jan 2024

Polar Capital Technology – The AI’s have it

Polar Capital Technology Investment companies | Annual Overview | 9 January 2024  The AI’s have it Polar Capital Technology’s (PCT’s) manager Ben Rogoff’s conviction levels on the potential of artificial intelligence (AI) have risen, reflecting the all-encompassing possibilities of the technology. His bullishness is displayed in the make-up of PCT’s portfolio, which is weighted almost […]

05 Jan 2024

QuotedData’s weekly news update – Review of 2023

In this week’s show, James Carthew and Andrew McHattie from Investment Trust Newsletter reviewed the investment companies sector in 2023. If there is a guest speaker you’d particularly like to hear from, please email us on as@quoteddata.com. Additionally, if you would prefer to watch and ask questions live, please join us every Friday at 11am.

14 Sep 2023

QuotedData’s Economic and Political Monthly Roundup September 2023

Economic and Political Monthly Roundup Investment companies | Monthly | September 2023 August was a moderately volatile month for markets as the economic picture in China worsened. Developed markets held up better than emerging markets. Yields on US government debt rose. Oil prices edged up, but the big jump was in natural gas prices as […]

13 Jun 2023

QuotedData’s Investment Companies Roundup – June 2023

June 2023 Monthly roundup  |  Investment companies Kindly sponsored by abrdn  Winners and losers in May 2023 As anyone with a passing interest in markets will no doubt be aware, US tech is booming thanks to a rally in all things AI. The growth over the past few weeks has been so extreme that the […]

06 Apr 2023

QuotedData’s Economic and Political Monthly Roundup April 2023

Economic and Political Monthly Roundup Investment companies | Monthly | April 2023 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 […]

11 Jan 2023

Herald Investment Trust – Efficiency savings

Herald Investment Trust Investment companies | Annual overview | 11 January 2023 Efficiency savings While Herald Investment Trust (HRI), like many other technology and growth-focused strategies, has been caught up in the grips of 2022’s market selloff, the fundamentals of many of the companies in its portfolio have remained largely unscathed. In fact, HRI’s management […]

11 Jan 2023

Herald Investment Trust – Efficiency savings

Herald Investment Trust Investment companies | Annual overview | 11 January 2023 Efficiency savings While Herald Investment Trust (HRI), like many other technology and growth-focused strategies, appears to have been caught up in the grips of 2022’s market selloff, its manager says that the fundamentals of many of the companies in its portfolio have remained […]

11 Jan 2023

Herald Investment Trust – Efficiency savings

Herald Investment Trust Investment companies | Annual overview | 11 January 2023 Efficiency savings While Herald Investment Trust (HRI), like many other technology and growth-focused strategies, has been caught up in the grips of 2022’s market selloff, the fundamentals of many of the companies in its portfolio have remained largely unscathed. In fact, the management […]

05 Jan 2023

QuotedData’s Economic and Political Monthly Roundup January 2023

Economic and Political Monthly Roundup Investment companies | Monthly | January 2023 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 […]

05 Jan 2023

QuotedData’s Investment Companies Roundup – January 2023

December 2022 Monthly roundup  |  Investment companies Winners and losers in December 2022 The Financials sector only has two constituents, one of these – Trian Investors 1 – has seen its discount narrow since it promised to return cash to investors by next June, and it has also benefited from underlying NAV appreciation. Last month’s […]

02 Feb 2022

Herald Investment Trust – The future is bright

The future is bright Whilst Herald Investment Trust’s (HRI’s) results for the year ended 31 December 2021 will not be published for some time, it looks as though it had another impressive year, with particularly strong performances from its semiconductor and UK media holdings (see pages 15 to 23 for a detailed look at HRI’s […]

02 Feb 2022

Herald Investment Trust – The future is bright

Whilst Herald Investment Trust’s (HRI’s) results for the year ended 31 December 2021 will not be published for some time, it looks as though it had another impressive year, with particularly strong performances from its semiconductor and UK media holdings (see pages 14 to 22 for a detailed look at HRI’s performance during 2021). Rising […]

02 Feb 2022

Herald Investment Trust – The future is bright

Whilst Herald Investment Trust’s (HRI’s) results for the year ended 31 December 2021 will not be published for some time, it looks as though it had a good year, with particularly strong performances from its semiconductor and UK media holdings (see pages 14 to 22 for a detailed look at HRI’s performance during 2021). Rising […]

22 Jul 2021

QuotedData’s Investment Companies Quarterly Review – Second Quarter 2021

Investment Companies Quarterly Roundup Kindly sponsored by Baillie Gifford and Aberdeen Standard Investments Finally on the mend Global equity markets finally appear to be recovering after almost 18 months of extreme volatility and uncertainty. On average, even the losses on those funds in negative territory this quarter were muted by comparison with last year. UK assets […]

05 Nov 2020

Herald Investment Trust – Hot chips

Herald Investment Trust (HRI) has generated an impressive uplift in its net asset value (NAV) over the last 12 months. Reflecting its focus on technology, which has generally performed well as the world tries to adjust to life under the COVID-19 pandemic, HRI’s NAV total return of 26.1% eclipses the return on one of the […]

05 Nov 2020

Herald Investment Trust – Hot chips

Herald Investment Trust (HRI) has generated an impressive uplift in NAV over the last 12 months. Reflecting its focus on technology, which has generally performed well as the world tries to adjust to life under the pandemic, HRI’s NAV total return of 26.1% eclipses the return on the Numis Smaller Companies plus AIM Index, which […]

05 Nov 2020

Herald Investment Trust – Hot chips

Herald Investment Trust (HRI) has generated an impressive uplift in NAV over the last 12 months. Reflecting its focus on technology, which has generally performed well as the world tries to adjust to life under the pandemic, HRI’s NAV total return of 26.1% eclipses the return on the Numis Smaller Companies plus AIM Index, which […]

12 May 2020

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 […]

17 Apr 2020

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 […]

01 Apr 2020

Herald Investment Trust – Change is a coming

Following an excellent year of performance during 2019 (a net asset value (NAV) total return of 27.5%), Herald Investment Trust (HRI) has seen its discount widen and the value of its portfolio companies fall since the outbreak of covid-19. As authorities scramble to contain the virus, our lives are changing in significant ways. Inevitably, technology […]

24 Jan 2020

QuotedData’s Investment Companies Annual Review – 2019

 In this issue The sector at the end of 2019 Performance data Performance by sector and fund Money in and out of the sector Money in and out of existing funds Money coming into existing funds Money going out of existing funds Liquidations, de-listings and trading cancellations Significant rating changes Major news stories Outlook for […]

07 Oct 2019

QuotedData’s investment companies roundup – October 2019

Investment Companies Roundup Kindly sponsored by Baillie Gifford  New research Over September, we published notes on India Capital Growth, Jupiter Emerging & Frontier, International Biotechnology Trust, JPMorgan Russian Securities, Civitas Social Housing, Montanaro European Smaller Companies and JLEN Environmental Assets. We also launched a monthly real estate roundup, beginning with reviews of August and September.  In […]

07 Aug 2019

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 […]

05 Jul 2019

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 […]

15 Apr 2019

Quarterly Investment Companies Roundup – First Quarter 2019

Quarterly Investment Companies Roundup – First Quarter 2019  QuotedData news Through the first quarter of 2019, global equities largely clawed back the losses suffered over the final weeks of 2018. How much longer this ten-year bull market can sustain itself is the subject of much debate. US interest rate rises have stalled, reflecting growing cautiousness. Elsewhere, […]

14 Sep 2018

QuotedData’s Economic round up – September 2018

QuotedData’s Economic round up – September 2018 is 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 […]

12 Jun 2018

Herald Investment Trust – From small acorns ….

Herald Investment Trust – From small acorns …. – Herald Investment Trust (HRI) provided very strong returns during 2017 (NAV and share-price total returns of 26.9% and 32.7% respectively) with positive contributions coming from all of its regional portfolios. During 2017, a significant proportion of HRI’s NAV performance came from 24 holdings, all of which at least doubled […]

12 Jun 2018

Herald Investment Trust – From small acorns ….

Herald Investment Trust – From small acorns …. – Herald Investment Trust (HRI) provided very strong returns during 2017 (NAV and share-price total returns of 26.9% and 32.7% respectively) with positive contributions coming from all of its regional portfolios. During 2017, a significant proportion of HRI’s NAV performance came from 24 holdings, all of which at […]

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