BlackRock Throgmorton Trust Investment companies | Update | 22 November 2023  Growth in all things BlackRock Throgmorton Trust (THRG) continues to demonstrate its commitment to UK quality-growth small-and-mid-caps that has long characterised the trust, even in the face of apparent headwinds, such as rising interest rates and lower UK economic growth. While the UK small-and-mid-cap […]

AVI Global Trust Investment companies | Annual overview | 21 November 2023 An historic opportunity AVI Global Trust (AGT) has been performing well recently. Where it can, the manager seeks to engage with investee companies behind the scenes, working with them to unlock value for the benefit of all shareholders. Lately, AGT has also been involved […]

AVI Global Trust Investment companies | Annual overview | 21 November 2023 An historic opportunity?  As the data on page 13 shows, AVI Global Trust (AGT) has been outperforming recently. Where it can, the manager seeks to engage with investee companies behind the scenes, working with them with the aim of unlocking value for the benefit […]

AVI Global Trust  Investment companies | Annual overview | 22 November 2023  An historic opportunity  As we show on page 14 of this note, AVI Global Trust (AGT) has been performing well recently. Where it can, AGT’s manager seeks to engage with investee companies behind the scenes, working with them to unlock the value that […]

In this week’s show, James Carthew spoke to Joe Bauernfreund from AVI Global 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 prefer […]

November 2023 Monthly| Investment companies | October 2023 Kindly sponsored by abrdn  Winners and losers in October 2023 October marked the third consecutive aggregate monthly fall for investment companies, with only four of 48 sectors recording a positive return. All major markets were down as the narrative continued to be driven by the US bond […]

Economic and Political Roundup Investment companies | Monthly | November 2023 Despite further geopolitical upheaval over the course of October, the US bond sell-off continued to dominate the market narrative with 10-year treasury yields briefly breaching 5% for the first time since the collapse of Lehman Brothers in 2007, which, for many marked the beginning […]

Real Estate Roundup Kindly sponsored by abrdn Performance data October’s biggest movers in price terms are shown in the charts below. October was another difficult month for property companies, with only a handful of positive moves and the median share price across the sector down 4.7%. Although not reflected in the data here, the Bank […]

Alliance Trust Investment companies | Annual overview | 15 November 2023 Coming into its own Alliance Trust’s (ATST) diversified blend of active managers could be the key factor behind the trust’s performance being ahead of global equities over multiple time frames. ATST appears to have been able to capture benefits of the sentiment shifts in global […]

Alliance Trust Investment companies | Annual overview | 15 November 2023 Coming into its own Thanks in no small part to Alliance Trust’s (ATST) diversified blend of actively managed strategies, the trust’s performance has been ahead of global equity markets over multiple time frames. ATST has been able to capture benefits of the major sentiment shifts […]

Downing Renewables and Infrastructure Trust Investment companies | Annual overview | 14 November 2023 Powering ahead Downing Renewables and Infrastructure (DORE) set out to build an attractive portfolio of renewable energy assets diversified by geography and asset type, and has succeeded in that. In doing so, it identified an opportunity to build a portfolio of hydropower […]

Downing Renewables and Infrastructure Trust Investment companies | Annual overview | 14 November 2023 Powering ahead Downing Renewables and Infrastructure (DORE) set out to build a portfolio of renewable energy assets diversified by geography and asset type, and has succeeded in that. In doing so, it alighted upon an opportunity to build a portfolio of hydropower […]

Downing Renewables and Infrastructure Trust Investment companies | Annual Overview | 14 November 2023 Powering ahead Downing Renewables and Infrastructure (DORE) set out to build an attractive portfolio of renewable energy assets diversified by geography and asset type, and has succeeded in that. In doing so, it alighted upon an opportunity to build a portfolio of […]

Herald Investment Trust Investment companies | Updated | 13 November 2023 Patience and Power Herald Investment Trust (HRI) demonstrates why patience can be key when it comes to investing. The managers highlight the drought of funding available to small cap technology stocks. The team has ensured that HRI has sufficient liquidity to take advantage of opportunities […]

Herald Investment Trust Investment companies | Update | 13 November 2023 Patience and power  Herald Investment Trust (HRI) demonstrates why patience can be key when it comes to investing. The managers highlight the drought of funding available to small cap technology stocks. The team has ensured that HRI has sufficient liquidity to take advantage of opportunities […]

Herald Investment Trust Investment companies | Update | 13 November 2023 Patience and power Herald Investment Trust (HRI) illustrates why patience can sometimes be important when it comes to investing. The manager says that there is a drought of funding for small cap technology stocks, but its team has ensured that HRI has sufficient liquidity to […]

In this week’s show, James Carthew spoke to Craig Martin from Vietnam Holding. 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 to […]

In this week’s show, James Carthew spoke to Minesh Shah from Renewables Infrastructure Group. 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 […]

European Opportunities Trust Investment companies | Initiation | 1 November 2023 ‘Special’ growth companies With its strong focus on growth, European Opportunities Trust (EOT) has faced significant headwinds during the last couple of years as, in the face of higher inflation and interest rates, investors have favoured more value and defensive exposures over growth stocks. Inflation […]

European Opportunities Trust Investment companies | Initiation | 1 November 2023 ‘Special’ growth companies With its strong focus on growth, European Opportunities Trust (EOT) has faced significant headwinds during the last couple of years. Inflation now seems to be coming under control, but with growing signs of a recession in Europe, sentiment is poor. Consequently, valuations […]

European Opportunities Trust  Investment companies | Initiation | 1 November 2023 ‘Special’ growth companies With its strong focus on growth, European Opportunities Trust (EOT) has faced significant headwinds during the last couple of years. Inflation now seems to be retreating, but with growing signs of a recession in Europe, sentiment appears to be poor. Valuations of […]

In this week’s show, James Carthew spoke to Richard Sem from Pantheon 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]. Additionally, if you would prefer to […]

In this week’s show, James Carthew spoke to Tom Williams from Downing Renewables 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]. Additionally, if you would […]

Lar España Real Estate Real Estate | Update | 19 October 2023 Defying the retail gloom Lar España Real Estate continues to defy the doom and gloom surrounding the retail sector, posting strong financial and operational numbers. The value of its Spanish shopping centre and retail park portfolio has been stable despite higher interest rates […]

Lar España Real Estate Real Estate | Update | 19 October 2023 Defying the retail gloom Lar España Real Estate’s manager says that the company’s strong financial and operational numbers show that it continues to defy the doom and gloom surrounding the retail sector. The value of its Spanish shopping centre and retail park portfolio […]

Lar España Real Estate Real Estate | Update | 19 October 2023 Defying the retail gloom Lar España Real Estate continues to defy the doom and gloom surrounding the retail sector, posting strong financial and operational numbers. The value of its Spanish shopping centre and retail park portfolio has been stable despite higher interest rates […]

HydrogenOne Capital Growth Investment companies | Update | 17 October 2023 Sky is the limit for HGEN It appears that a disconnect has arisen between HydrogenOne Capital Growth (HGEN)’s NAV, current and (according to its managers) prospective track record, and its share price. The discount is now 44%, despite a flat NAV. The recent spike in […]

HydrogenOne Capital Growth Investment companies | Update | 17 October 2023 Sky is the limit for HGEN The disconnect between HydrogenOne Capital Growth (HGEN)’s net asset value (NAV), current and prospective track record, and its share price is hard to rationalise. The recent bond market rout (yields have spiked higher, driving down bond valuations) has added […]