JLEN Environmental Assets Investment companies | Annual overview | 31 March 2023 Laying the foundations for NAV growth In common with its peers, JLEN Environmental Assets (JLEN) experienced an eventful but fruitful 2022. Volatile power prices, rampant inflation, rising interest rates and new taxes all appeared to buffet the renewables sector but generally acted as […]
In this week’s show, James Carthew spoke to Alex O’Cinneide from Gore Street Energy Storage Fund. 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 on [email protected]. Additionally, if […]
In this week’s show, James Carthew spoke to Richard Staveley from Rockwood Strategic. 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 on [email protected]. Additionally, if you would prefer […]
JPMorgan Japanese Investment Trust Investment companies | Annual overview | 22 March 2023 Backing the new Japan JPMorgan Japanese Investment Trust (JFJ) has a large exposure to companies that are focused on the modernisation of the Japanese economy. The portfolio embraces businesses in robotics, ecommerce, digitalisation, healthcare, and renewables. It also backs Japanese brands and […]
JPMorgan Japanese Investment Trust Investment companies | Annual overview | 22 March 2023 Backing the new Japan JPMorgan Japanese Investment Trust (JFJ) has a large exposure to good quality companies that are at the forefront of the modernisation of the Japanese economy. The portfolio embraces businesses in robotics, ecommerce, digitalisation, healthcare, and renewables. It also […]
JPMorgan Japanese Investment Trust Investment companies | Annual overview | 22 March 2023 Backing the new Japan JPMorgan Japanese Investment Trust (JFJ) has a large exposure to good quality companies that are at the forefront of the modernisation of the Japanese economy. The portfolio embraces businesses in robotics, ecommerce, digitalisation, healthcare, and renewables. It also […]
In this week’s show, James Carthew spoke to James Hart from Witan Investment 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 us on [email protected]. Additionally, if you would […]
Pantheon Infrastructure Investment companies | Initiation | 17 March 2023 Reliable income streams with inflation protection Since its launch in November 2021, Pantheon Infrastructure (PINT) has been busy assembling a diverse portfolio of 11 investments in infrastructure projects, located in developed markets. The majority of these have explicit inflation-linkage built into their structure or implicit […]
Pantheon Infrastructure Investment companies | Initiation | 17 March 2023 Reliable income streams with inflation protection Since its launch in November 2021, Pantheon Infrastructure (PINT) has been busy assembling a diverse portfolio of 11 investments in infrastructure projects in developed markets. The majority of these have explicit inflation-linkage or implicit protection through regulation or market […]
India Capital Growth Investment companies | Update | 15 March 2023 Don’t Stop Believin’ India Capital Growth’s (IGC’s) adviser, Gaurav Narain, says that at a time when many economies and equity markets are struggling, there are many reasons to be optimistic about the outlook for the Indian economy. Although down in sterling absolute terms during […]
India Capital Growth Investment companies | Update | 15 March 2023 Don’t Stop Believin’ India Capital Growth’s (IGC’s) adviser, Gaurav Narain, says that at a time when many economies and equity markets are struggling, there are many reasons to be optimistic about the outlook for the Indian economy. Although down in sterling absolute terms during […]
India Capital Growth Investment companies | Update | 15 March 2023 Don’t Stop Believin’ India Capital Growth’s (IGC’s) adviser, Gaurav Narain, says that at a time when many economies and equity markets are struggling, there are many reasons to be optimistic about the outlook for the Indian economy. Although down in sterling absolute terms during […]
In this week’s show, James Carthew spoke to Anthony Catachanas from VH Global Sustainable Energy 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 on [email protected]. Additionally, if […]
Real Estate Roundup Kindly sponsored by abrdn Performance data February’s biggest movers in price terms are shown in the charts below. It was a mixed month in terms of share price performance for property companies, with a mean average share price fall of 0.3% across the sector. On the positive side, shopping centre behemoth Hammerson […]
Economic and Political Monthly Roundup Investment companies | Monthly | March 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 […]
March 2023 Monthly roundup | Investment companies Winners and losers in February 2023 The environmental sector had a strong month, although noting that this is a relatively small category with only three funds, and its positive returns are more a factor of mean reversion following a period of underperformance. The North American Smaller Companies sector […]
AVI Global Trust Investment companies | Update | 8 March 2023 Doubly blessed AVI Global Trust (AGT) offers investors a unique opportunity to access a distinctive portfolio of good-quality investments that are selected because the managers believe that they are trading at a discount to their intrinsic value. Thanks to recent market movements, AGT’s ‘double […]
AVI Global Trust Investment companies | Update | 8 March 2023 Doubly blessed AVI Global Trust (AGT) offers investors a unique opportunity to access an idiosyncratic portfolio of good-quality investments trading at a discount to their intrinsic value. Thanks to recent market movements, AGT’s ‘double discount’ – the share price discount to NAV plus the […]
AVI Global Trust Investment companies | Update | 8 March 2023 Doubly blessed AVI Global Trust (AGT) offers investors an opportunity to access a portfolio of what the manager feels are good-quality investments trading at a discount to their intrinsic value. Thanks to recent market movements, AGT’s ‘double discount’ – the share price discount to […]
In this week’s show, James Carthew spoke to David Bird from Octopus Renewables Infrastructure 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 us on [email protected]. Additionally, if you […]
In this week’s show, James Carthew spoke to Jean Hugues de Lamaze from Ecofin Global Utilities and 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 on [email protected]. […]
In this week’s show, James Carthew spoke to James Dow from The Scottish American Investment Company. 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 on [email protected]. Additionally, if […]
Time to buy? Civitas Social Housing (CSH) has suffered a sustained fall in its share price which sees it now trade on a discount of 44.4%. This seems wholly unjustified given the strong market fundamentals in the social housing sector and the group’s proven, secure government-backed income. CSH’s inflation-linked leases (which benefit from annual rental […]
Time to buy? Civitas Social Housing (CSH) has suffered a sustained fall in its share price which sees it now trade on a discount of 44.4%. This seems wholly unjustified given the strong market fundamentals in the social housing sector and the group’s proven, secure government-backed income. CSH’s inflation-linked leases (which benefit from annual rental […]
Time to buy? Civitas Social Housing (CSH) has suffered a sustained fall in its share price which sees it now trade on a discount of 44.4%. CSH’s inflation-linked leases (which benefit from annual rental uplifts in line with CPI or CPI+1%) more than compensated for a higher discount rate used to value its portfolio (following […]
abrdn New Dawn Investment companies | Annual overview | 13 February 2023 A quality captain for a troubled Pacific abrdn New Dawn (ABD) ended 2022 with the peculiar, if compelling, combination of the second-best 12-month performance within its peer group, and the widest discount, at 11.5%. Manager James Thom has highlighted the ongoing complexity of […]
abrdn New Dawn Investment companies | Annual overview | 13 February 2023 A quality captain for a troubled Pacific abrdn New Dawn (ABD) ended 2022 with the second-best 12-month performance within its peer group, and the widest discount, at 11.5%. Manager James Thom has highlighted the ongoing complexity of navigating the Asia Pacific region, given […]
abrdn New Dawn Investment companies | Annual overview | 13 February 2023 A quality captain for a troubled Pacific abrdn New Dawn (ABD) ended 2022 with the peculiar, if compelling, combination of the second-best 12-month performance within its peer group, and its shares trading at the widest discount to net asset value (NAV), at 11.5%. […]
In this week’s show, James Carthew spoke to Colm Walsh from ICG Enterprise 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 us on [email protected]. Additionally, if you would […]
North American Income Trust Investment companies | Annual overview | 10 February 2023 As headwind turns tailwind North American Income Trust (NAIT) adopted its income strategy in May 2012 and, for most of the nearly 11 years that this has been in place, it appears that there has been a headwind to value investing in […]
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