Tritax EuroBox Investment companies | Annual overview | 12 July 2023 Optimism returns The rapid readjustment of valuations in the European logistics sector has encouraged investors seeking quality assets to return to the market, according to Tritax EuroBox’s (EBOX’s) manager who says that it is optimistic that values are stabilising. The company’s portfolio yield moved […]

Tritax EuroBox Investment companies | Annual overview | 12 July 2023 Optimism returns The rapid readjustment of valuations in the European logistics sector has encouraged investors seeking quality assets to return to the market, bringing optimism to Tritax EuroBox’s (EBOX’s) manager that values are stabilising. The company’s portfolio yield moved out 70bps in the six […]

NextEnergy Solar Fund Investment companies | Update | 12 July 2023 Recycling champion From an operational standpoint, NextEnergy Solar Fund (NESF) is doing well. As we discuss on page 5 of this note, the board, encouraged by a high proportion of predictable revenue, has felt comfortable in declaring an inflation-matching 11% increase in NESF’s dividend […]

NextEnergy Solar Fund Investment companies | Update | 12 July 2023 Recycling champion From an operational standpoint, NextEnergy Solar Fund (NESF) is doing well. As we discuss on page 4 of this note, the board, encouraged by a high proportion of predictable revenue, has felt comfortable in declaring an inflation-matching 11% increase in NESF’s dividend, […]

NextEnergy Solar Fund Investment companies | Update | 12 July 2023 Recycling champion From an operational standpoint, NextEnergy Solar Fund (NESF) seems to be doing well. As is discussed on page 4 of this note, the board, encouraged by a high proportion of predictable revenue, has felt comfortable in declaring an inflation-matching 11% increase in […]

In this week’s show, James Carthew spoke to Steve Marshall from Cordiant Digital 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 […]

In this week’s show, James Carthew spoke to Gervais Williams from Miton UK Microcap. 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 […]

Temple Bar Investment companies | Update | 26 June 2023 True Colours We are quickly approaching the third anniversary of Redwheel’s appointment as the manager of Temple Bar in November 2020. While sticking to its value-seeking roots, managers Ian Lance and Nick Purves favour what they describe as a more balanced approach than the deep […]

Temple Bar Investment companies | Update | 26 June 2023 True Colours We are quickly approaching year three of Temple Bar’s rehabilitation under the new management of Redwheel, who took over the fund in November 2020. While sticking to its value-seeking roots, managers Ian Lance and Nick Purves favour a more balanced approach than the […]

Temple Bar Investment companies | Update | 26 June 2023 True Colours We are quickly approaching year three of Temple Bar’s rehabilitation under the new management of Redwheel, who took over the fund in November 2020. While sticking to its value-seeking roots, managers Ian Lance and Nick Purves favour a more balanced approach than the […]

Montanaro UK Smaller Companies Investment companies | Annual overview | 23 June 2023 Riders on the storm After a tough year for quality-growth strategies of all kinds, Montanaro UK Smaller Companies (MTU) may finally be seeing the light at the end of the tunnel, thanks to the possible plateauing of interest rates. Manager Charles Montanaro […]

Montanaro UK Smaller Companies Investment companies | Annual overview | 23 June 2023 Riders on the storm After a tough year for quality-growth strategies of all kinds, Montanaro UK Smaller Companies (MTU) may finally be seeing the light at the end of the tunnel, thanks to the possible plateauing of interest rates. Manager Charles Montanaro […]

Montanaro UK Smaller Companies Investment companies | Annual overview | 23 June 2023 Riders on the storm After a tough year for investment strategies focused on quality and growth of all kinds, Montanaro UK Smaller Companies (MTU) may finally be seeing the light at the end of the tunnel, thanks to the possible plateauing of […]

In this week’s show, James Carthew spoke to Jonathan Hick from Triple Point Energy Transition. 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 […]

abrdn European Logistics Income Real estate | Update | 23 June 2023 Riding out the storm abrdn European Logistics Income (ASLI) is riding out the storm of market valuation declines, with a focus on managing its portfolio and securing income. It has recently completed a number of letting renewals across its portfolio (see page 9) […]

abrdn European Logistics Income Real estate | Update | 23 June 2023 Riding out the storm abrdn European Logistics Income’s (ASLI’s) manager is focused on riding out the storm of market valuation declines, with an emphasis on managing its portfolio and securing income. It has recently completed a number of letting renewals across its portfolio […]

abrdn European Logistics Income Real estate | Update | 23 June 2023 Riding out the storm abrdn European Logistics Income (ASLI) is riding out the storm of market valuation declines, with a focus on managing its portfolio and securing income. It has recently completed a number of letting renewals across its portfolio (see page 9) […]

Vietnam Holding Limited Investment companies | Update | 20 June 2023 Building on firmer foundations Vietnam Holding (VNH) has put in a decent performance in NAV total return terms versus its emerging Asia peers (see page 24), but this has not been reflected in its share price. The manager says that Vietnam’s long-term structural growth […]

Vietnam Holding Limited Investment companies | Update | 20 June 2023 Building on firmer foundations Vietnam Holding (VNH) has put in a compelling performance in net asset value (NAV) total return terms versus competing funds investing in emerging Asia (see page 24), but this is not being reflected in its share price. Presently, its share […]

Vietnam Holding Limited Investment companies | Update | 20 June 2023 Building on firmer foundations Vietnam Holding (VNH) has put in a compelling performance in NAV total return terms versus its emerging Asia peers, but this is not being reflected in its share price. This is despite Vietnam’s long-term structural growth drivers remaining intact and […]

In this week’s show, James Carthew spoke to Matthias Siller from Baring Emerging EMEA 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 you would […]

Aquila European Renewables Investment companies | Initiation | 14 June 2023 Sunny days are here again Aquila European Renewables (AERI) is about four years old. Since launch, it has built up a 464MW portfolio of operational solar, wind and hydropower projects, spread across six European power markets. It has also generated returns in line with […]

Aquila European Renewables Investment companies | Initiation | 14 June 2023 Sunny days are here again Aquila European Renewables (AERI) is about four years old. Since launch, it has built up a 464MW portfolio of operational solar, wind and hydropower projects, spread across six European power markets. It has also generated returns in line with […]

Aquila European Renewables Investment companies | Initiation | 14 June 2023 Sunny days are here again Aquila European Renewables (AERI) is about four years old. Since launch, it has built up a 464MW portfolio of operational solar, wind and hydropower projects, spread across six European power markets. It has also generated returns in line with […]

Polar Capital Technology Investment companies | Update | 14 June 2023 Me, myself and AI An inflection point in artificial intelligence (AI) – which combines computer science and datasets to enable problem-solving – is close to being reached. Major improvements in output and rapid adoption make the likelihood that it will become a general purpose […]

Polar Capital Technology Investment companies | Update | 14 June 2023 Me, myself and AI An inflection point in artificial intelligence (AI) is close to being reached as major improvements in output and rapid adoption make the likelihood that it will become a general purpose technology (like the computer and internet before it) and impact […]

Polar Capital Technology Investment companies | Update | 14 June 2023 Me, myself and AI The manager of Polar Capital Technology’s (PCT), Ben Rogoff, believes that we are close to an inflection point in the use of artificial intelligence (AI) as major improvements in output and rapid adoption make it more likely that it will […]

Economic and Political Monthly Roundup Investment companies | Monthly | June 2023 By now, it’s probably a pretty safe bet that people are sick of talking about inflation. With the midpoint of the year fast approaching, it feels like we have spent the best part of the last six months attempting to forecast the direction […]

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 […]