Investment Companies Research

07 Jul 2021

Polar Capital Technology – Exciting times

Exciting times In the short term, the technology sector has given back some of its considerable long-term outperformance of the wider market. Ben Rogoff, manager of Polar Capital Technology Trust (PCT), is unfazed by this. He says that the pandemic has accelerated many societal shifts that he believes will be permanent. Ben notes that areas […]

02 Jul 2021

Interview with David Conlon of GCP Asset Backed Income

In this week’s show, James Carthew talked to David Conlon of GCP Asset Backed Income. Watch it again here. If you were looking for QuotedData’s roundup of the week’s news, this is now in the news section – just click here. If there is a guest speaker you’d particularly like to hear from, please email us – […]

01 Jul 2021

Bluefield Solar Income Fund – Transformational deal

Transformational deal Bluefield Solar Income Fund (BSIF)’s ambition to expand beyond its narrow focus on solar power generation looks close to fruition, with the announcement of a deal to buy a portfolio of 109 wind turbines, located across the UK. This is the first in a series of transactions aimed at diversifying BSIF’s asset base. […]

01 Jul 2021

Bluefield Solar Income Fund – Transformational deal

Transformational deal Bluefield Solar Income Fund (BSIF)’s ambition to expand beyond its narrow focus on solar looks to be close to fruition, with the announcement of a deal to buy a portfolio of 109 wind turbines, located across the UK. This is the first in a series of transactions aimed at diversifying BSIF’s asset base. […]

01 Jul 2021

Bluefield Solar Income Fund – Transformational deal

Transformational deal Bluefield Solar Income Fund (BSIF)’s ambition to expand beyond its narrow focus on solar is close to fruition, with the announcement of a deal to buy a portfolio of 109 wind turbines, located across the UK. This is the first in a series of transactions aimed at diversifying BSIF’s asset base. The target […]

01 Jul 2021

GCP Infrastructure – Penalised for being conservative?

Penalised for being conservative? In recent months, despite its relatively high yield, GCP Infrastructure (GCP)’s shares moved to trade on a small discount to its net asset value, which is unusual both for funds in the infrastructure sector (where GCP sits) and the renewable energy sector, which is a better match for the majority of […]

01 Jul 2021

GCP Infrastructure – Penalised for being conservative?

Penalised for being conservative? In recent months, despite its attractive dividend yield (6.9% at the time of publication), GCP Infrastructure (GCP)’s shares moved to trade on a small discount to its net asset value, which is unusual both for funds in the infrastructure sector (where GCP sits) and the renewable energy sector, which is a […]

01 Jul 2021

GCP Infrastructure – Penalised for being conservative?

Penalised for being conservative? In recent months, despite its attractive yield, GCP Infrastructure (GCP)’s shares moved to trade on a small discount to its net asset value, which is unusual both for funds in the infrastructure sector (where GCP sits) and the renewable energy sector, which is a better match for the majority of GCP’s […]

28 Jun 2021

Interview with Michael O’Brien of Fundsmith Emerging Equities

In this week’s show, James Carthew talked to Michael O’Brien of Fundsmith Emerging Equities. Watch it again here. If you were looking for QuotedData’s roundup of the week’s news, this is now in the news section – just click here. If there is a guest speaker you’d particularly like to hear from, please email us – [email protected]. […]

17 Jun 2021

India Capital Growth – Lessons learnt

Lessons learnt Though India’s second coronavirus wave – which started in March 2021 and saw as many as 414,000 recorded daily cases as recently as 6 May – has been described as one of the worst in the world, Gaurav Narain, India Capital Growth’s (IGC’s) investment adviser, believes the peak in infections has now passed. […]

17 Jun 2021

India Capital Growth – Lessons learnt

Lessons learnt Though India’s second coronavirus wave – which started in March 2021 and saw as many as 414,000 recorded daily cases as recently as 6 May – has been described as one of the worst in the world, Gaurav Narain, India Capital Growth’s (IGC’s) investment adviser, believes the peak has now passed. Daily cases […]

17 Jun 2021

India Capital Growth – Lessons learnt

Lessons learnt Though India’s second coronavirus wave – which started in March 2021 and saw as many as 414,000 recorded daily cases as recently as 6 May – has been described as one of the worst in the world, Gaurav Narain, India Capital Growth’s (IGC’s) investment adviser, believes the peak has now passed. The number […]

17 Jun 2021

Liontrust ESG Trust – For a sustainable future

IMPORTANT INFORMATION NB: Marten & Co has been paid to prepare this note on behalf of Liontrust ESG Trust Plc. This is a marketing communication and not a prospectus. The note is based upon publicly available information and information provided to us by Liontrust ESG Trust Plc and should be read in conjunction with the […]

17 Jun 2021

Liontrust ESG Trust – For a sustainable future

IMPORTANT INFORMATION NB: Marten & Co has been paid to prepare this note on behalf of Liontrust ESG Trust Plc. This is a marketing communication and not a prospectus. The note is based upon publicly available information and information provided to us by Liontrust ESG Trust Plc and should be read in conjunction with the […]

11 Jun 2021

Interview with Stephanie Sirota of RTW Ventures

In this week’s show, James Carthew talked to Stephanie Sirota of RTW Ventures. Watch it again here If you were looking for QuotedData’s roundup of the week’s news, this is now in the news section – just click here. If there is a guest speaker you’d particularly like to hear from, please email us – [email protected]. The […]

07 Jun 2021

QuotedData’s Real Estate Roundup – June 2021

Real Estate Roundup Kindly sponsored by Aberdeen Standard Investments Performance data May’s biggest movers in price terms are shown in the chart below. Unsurprisingly, St Modwen Properties saw a big rise in its share price in May having received a cash offer for the business (logistics developments and a housebuilding arm) from Blackstone, valuing it […]

07 Jun 2021

QuotedData’s Investment Companies Roundup – June 2021

Investment Companies Monthly Roundup Kindly sponsored by Baillie Gifford and Aberdeen Standard Investments Performance The question that many an investor has been thinking about for the past decade or so – whether/when the tech bubble is going to burst again – is probably being voiced louder than ever now. The sector and trusts exposed to it […]

07 Jun 2021

QuotedData’s Economic Roundup – June 2021

Economic and Political Monthly Roundup Kindly sponsored by Allianz 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 […]

04 Jun 2021

Interview with Ben Ritchie and Georgina Cooper of Dunedin Income Growth Investment Trust

In this week’s show, James Carthew talked to Ben Ritchie and Georgina Cooper of Dunedin Income Growth Investment Trust. Watch it again here If you were looking for QuotedData’s roundup of the week’s news, this is now in the news section – just click here. If there is a guest speaker you’d particularly like to hear from, […]

02 Jun 2021

Interview with Matthew Potter of Honeycomb Investment Trust

In this week’s show, James Carthew talked to Matthew Potter of Honeycomb Investment Trust. Watch it again here If you were looking for QuotedData’s roundup of the week’s news, this is now in the news section – just click here. If there is a guest speaker you’d particularly like to hear from, please email us – [email protected]. […]

01 Jun 2021

Jupiter Emerging & Frontier Income – Out in front

Out in front In both total net asset value (NAV) and share price return terms, Jupiter Emerging & Frontier Income (JEFI) has been the pacesetter within its peer group since the November 2020 vaccine announcements. Manager Ross Teverson and the team’s long-held view that stocks were priced more attractively outside of China has been paying […]

01 Jun 2021

Jupiter Emerging & Frontier Income – Out in front

Out in front In both total NAV and shareholder return terms, Jupiter Emerging & Frontier Income (JEFI) has been the pacesetter within its peer group since the November 2020 vaccine announcements. Manager Ross Teverson and the team’s long-held view that better value is available outside of China has been paying off, led by its Taiwan-based […]

01 Jun 2021

Jupiter Emerging & Frontier Income – Out in front

Out in front In both total NAV and shareholder return terms, Jupiter Emerging & Frontier Income (JEFI) has been the pacesetter within its peer group since the November 2020 vaccine announcements. Manager Ross Teverson and the team’s long-held view that better value is available outside of China appears to have been paying off, led by […]

26 May 2021

QuotedData’s Spring Webinar Series – Renewables playback

On 26th May 2021, QuotedData hosted the last of three Spring webinars. This webinar was focused on Renewables and included presentations and Q&As from 4 investment companies’ managers, covering different aspects of this area. We were also joined by Dr JJ Traynor of Hydrogen One Capital who provided his insights into the hydrogen market. We would like […]

25 May 2021

Tritax EuroBox – Full throttle

Full throttle Tritax EuroBox (EBOX) has been firing on all cylinders as it looks to cement its place as the leading logistics investor in continental Europe. It has checked off several key milestones in the past six months, as it looks to take advantage of favourable demand-supply dynamics in the sector. In March 2021, it […]

25 May 2021

Tritax EuroBox – Full throttle

Full throttle Tritax EuroBox (EBOX) has been firing on all cylinders as it looks to cement its place as the leading logistics investor in continental Europe. It has checked off several key milestones in the past six months, as it looks to take advantage of favourable demand-supply dynamics in the sector (which should result in […]

25 May 2021

Tritax EuroBox – Full throttle

Full throttle Tritax EuroBox (EBOX) has been firing on all cylinders as it looks to cement its place as the leading logistics investor in continental Europe. It has checked off several key milestones in the past six months, as it looks to take advantage of favourable demand-supply dynamics in the sector. In March 2021, it […]

24 May 2021

JPMorgan Japanese Investment Trust – Medium-term outlook undimmed

Medium-term outlook undimmed JPMorgan Japanese Investment Trust (JFJ) performed exceptionally well last year. However, as our last update note warned, in periods of market exuberance, JFJ’s performance may lag its benchmark. Over the past couple of quarters, investors have become more excited about the prospects of post-COVID economic recovery in Japan and globally. As lower […]

24 May 2021

JPMorgan Japanese Investment Trust – Medium-term outlook undimmed

Medium-term outlook undimmed JPMorgan Japanese Investment Trust (JFJ) performed exceptionally well last year. However, as our last update note warned, in periods of market exuberance, JFJ’s performance may lag its benchmark. Over the past couple of quarters, investors appear to have become more excited about the prospects of post-COVID economic recovery in Japan and globally. As […]

24 May 2021

JPMorgan Japanese Investment Trust – Medium-term outlook undimmed

Medium-term outlook undimmed JPMorgan Japanese Investment Trust (JFJ) performed exceptionally well last year. However, as our last update note warned, in periods of market exuberance, JFJ’s performance may lag its benchmark. Over the past couple of quarters, investors have become more excited about the prospects of post-COVID economic recovery in Japan and globally. As lower […]

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