GCP – Crystallising unrealised value GCP Infrastructure Investments Ltd (GCP) had a difficult 2023, as the infrastructure sector dealt with rising interest rates and stubborn inflation. However, 2024 brought an improving economic outlook, the prospect of a reversal in interest rate policy, and – for GCP’s shareholders – a highly attractive yield, solid portfolio execution, […]
Pushing on an opening door AVI Japan Opportunity Trust (AJOT) has outperformed its MSCI Japan Small Cap benchmark by 38 percentage points since launch. This appears to demonstrate the success of its efforts to promote good corporate governance within the stocks in its portfolio. The manager says that Japanese corporates have become less resistant to […]
Pushing on an opening door The scale of the outperformance delivered by AVI Japan Opportunity Trust (AJOT) versus its MSCI Japan Small Cap benchmark is impressive (38 percentage points since launch) and demonstrates the success of its efforts to promote good corporate governance within the stocks in its portfolio. The manager says that Japanese corporates […]
Pushing on an opening door The scale of the outperformance delivered by AVI Japan Opportunity Trust (AJOT) versus its MSCI Japan Small Cap benchmark is impressive (38 percentage points since launch) and demonstrates the success of its efforts to promote good corporate governance within the stocks in its portfolio. The manager says that Japanese corporates […]
In this week’s show, James Carthew spoke to Peter Hewitt from Columbia Threadneedle. 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 […]
In this week’s show, Richard Williams spoke to Henry Butt from AEW UK REIT. 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 […]
In this week’s show, James Carthew spoke to Chris Clothier from Capital Gearing. 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 […]
Vote against discontinuation JLEN Environmental Assets (JLEN) and the wider renewable energy infrastructure sector have traded at a persistently wide discount with investor sentiment continuing to wane. This has triggered the activation of a discontinuation vote at JLEN’s AGM in September. We strongly believe shareholders should vote against discontinuation, taking into account the strong long-term […]
Vote against discontinuation JLEN Environmental Assets (JLEN) and the wider renewable energy infrastructure sector have traded at a persistently wide discount to net asset value (NAV) with investor sentiment continuing to wane. This has triggered the activation of a discontinuation vote at JLEN’s annual general meeting (AGM) in September. We strongly believe shareholders should vote […]
‘Vote against discontinuation’ JLEN Environmental Assets (JLEN) and the wider renewable energy infrastructure sector have traded at a persistently wide discount with investor sentiment seemingly continuing to wane. This has triggered the activation of a discontinuation vote at JLEN’s AGM in September. JLEN’s manager strongly believes shareholders should vote against discontinuation, citing its long-term performance […]
Time, well invested Caledonia Investments (CLDN) is a self-managed trust that, at its heart, aims to be about backing companies, with strong market positions and fundamentals, for the long term. CLDN buys to hold, targeting long-term compounding real returns from its portfolio. It believes that this investment strategy means that it can ignore the gyrations […]
Time, well invested Caledonia Investments (CLDN) is a self-managed investment trust that, at its heart, is about backing companies, with strong market positions and fundamentals, for the long term. CLDN buys to hold, targeting long-term compounding real returns (after inflation) from its portfolio. Its investment strategy means that it can ignore the gyrations of fickle […]
Time, well invested Caledonia Investments (CLDN) is a self-managed trust that, at its heart, is about backing companies, with strong market positions and fundamentals, for the long term. CLDN buys to hold, targeting long-term compounding real returns from its portfolio. Its investment strategy means that it can ignore the gyrations of fickle markets, exploiting secular […]
In this week’s show, Richard Williams spoke to Kenneth MacKenzie from Target Fund Managers. 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 […]
Second quarter of 2024 Investment Companies | Quarterly roundup | July 2024 Election season! After a fast start to the year, markets have experienced a more subdued second quarter, although returns have remained positive, driven mostly by the outperformance of US mega caps. AI giant Nvidia has continued to lead the way, delivering enormous gains, […]
Real estate quarterly report Stage set for recovery Having fallen almost 6% in the first three months of the year, share prices among the real estate investment trust (REIT) and listed property sector ended the second quarter roughly where they started (as shown in the chart to the right). Positive inflation data, which fell to […]
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 […]
July 2024 Monthly | Investment companies Kindly sponsored by abrdn Winners and losers in June 2024 There were a handful of major catalysts driving global markets in June. We saw the AI phenomenon reach a new peak, with Nvidia briefly becoming the largest company in the world by market cap on June 19th, hitting a […]
July 2024 Winners and losers in June 2024 Best performing funds in price terms (%) Harworth Group 15.6 Tritax EuroBox 14.3 Workspace 11.0 Helical 10.5 Regional REIT 9.4 NewRiver REIT 7.7 Residential Secure Income 5.5 Capital & Regional 4.2 Custodian Property Income REIT 3.9 Schroder REIT 3.5 Source: Bloomberg, Marten & Co Worst performing funds […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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. […]
