Leveraging Asia’s rising star Vietnam’s response to the pandemic has been very effective and, reflecting this, the IMF has predicted that it will post positive GDP growth of 1.6% for 2020, increasing to 6.7% this year and averaging 7.0% for 2021 to 2025. Indeed, Dynam Capital, Vietnam Holding’s (VNH’s) manager, believes that Vietnam will be […]
Over the pond From the beginning of April, Brown Advisory (Brown) is set to take over the management of Jupiter US Smaller Companies (JUS), following the retirement of the trust’s long-standing manager, Robert Siddles. Back in December, when JUS’s board announced its intention to appoint Brown, it said that the long and impressive track record […]
Over the pond From the beginning of April, Brown Advisory (Brown) is set to take over the management of Jupiter US Smaller Companies (JUS), following the retirement of the trust’s long-standing manager, Robert Siddles. Back in December, when JUS’s board announced its intention to appoint Brown, it said that the long and impressive track record […]
Over the pond From the beginning of April, Brown Advisory (Brown) is set to take over the management of Jupiter US Smaller Companies (JUS), following the retirement of the trust’s long-standing manager, Robert Siddles. Back in December, when JUS’s board announced its intention to appoint Brown, it said that the long and impressive track record […]
In this week’s show, Richard Williams talked to Stuart Young from Phoenix Spree Deutschland. Watch it again here – Part 1 Part 2 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, […]
Well-positioned as rotation gathers pace North American Income Trust (NAIT) stands apart amongst the AIC North America sector funds in combining an income focus with at least 90% of its assets invested in the US. NAIT’s manager, Fran Radano, notes that this should work in its favour, as there is arguably a good chance that […]
Well-positioned as rotation gathers pace North American Income Trust (NAIT) stands apart amongst the AIC North America sector funds in combining an income focus with at least 90% of its portfolio invested in the US. NAIT’s manager, Fran Radano, believes that this should work in its favour, as there is a good chance that the […]
Well-positioned as rotation gathers pace North American Income Trust (NAIT) stands apart amongst the AIC North America sector funds in combining an income focus with at least 90% of its assets invested in the US. NAIT’s manager, Fran Radano, believes that this should work in its favour, as there is a good chance that the […]
An abundance of alpha Apax Global Alpha (whose ticker is APAX, but has been abbreviated throughout as AGA) has been listed for just over five years, but has been in operation for well over a decade. AGA provides access to the private equity expertise of Apax Partners. It also has a portfolio of derived investments, […]
A remarkable success story Weiss Korea Opportunity Fund (WKOF) was one of the best-performing of all London-listed investment companies last year, and since its 2013 launch it has delivered more than twice the return of its benchmark. WKOF has a unique investment approach within the investment company sector. Not only is it the only UK-listed […]
A remarkable success story Weiss Korea Opportunity Fund (WKOF) was one of the best-performing of all London-listed investment companies last year, and since its 2013 launch it has delivered more than twice the return of its performance benchmark index, the MSCI Korea 25/50 Index (see page 4). WKOF has a unique investment approach within the […]
A remarkable success story Weiss Korea Opportunity Fund (WKOF) was one of the best-performing of all London-listed investment companies last year, and since its 2013 launch it has delivered more than twice the return of its benchmark. WKOF has a unique investment approach within the investment company sector. Not only is it the only UK-listed […]
Real Estate Roundup Kindly sponsored by Aberdeen Standard Investments Performance data February’s biggest movers in price terms are shown in the chart below. The roadmap out of lockdown and the impressive vaccination programme in the UK has lifted confidence in a swift economic recovery and triggered a shift to value stocks. Property companies on significant […]
Investment Companies Monthly Roundup Kindly sponsored by Baillie Gifford and Aberdeen Standard Investments Research published over February Polar Capital Global Financials Trust – The tide has turned Having played a supporting role in the initial phase of the stock market recovery – breaking historical precedent in the process – the share prices of financial stocks, and […]
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 […]
In this week’s show, James Carthew talked to Nick Brind from Polar Capital Global Financials 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 – […]
In this week’s show, James Carthew talked to Nalaka De Silva from Aberdeen Diversified Income and Growth 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 […]
On 24th February 2021, QuotedData hosted the final Round the World webinar from our series. This webinar was focused on the UK and included presentations and Q&As from 4 investment companies’ managers, covering markets across the UK. We would like to thank all of our speakers and attendees for joining us. Click on the links below […]
The tide has turned Having played a supporting role in the initial phase of the stock market recovery – breaking historical precedent in the process – the share prices of financial stocks, and banks in particular, have come back sharply since November. Demand for its shares meant that Polar Capital Global Financials Trust’s (PCFT’s) premium […]
The tide has turned Having played a supporting role in the initial phase of the stock market’s recovery – breaking historical precedent in the process – financials, and banks in particular, have performed strongly since November. Polar Capital Global Financials Trust’s (PCFT’s) premium was recently at its highest level in more than five years, paving […]
The tide has turned Having played a supporting role in the initial phase of the market’s recovery – breaking historical precedent in the process – financials, and banks in particular, have come back sharply since November. Polar Capital Global Financials Trust’s (PCFT’s) premium was recently at its highest level in more than five years, paving […]
In this week’s show, James Carthew talked to Matthew Tillett from The Brunner 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 – […]
On 10th February 2021, QuotedData hosted the penultimate Round the World webinar from our series. This webinar was focused on Asia and included presentations and Q&As from 4 investment companies’ managers, covering markets across Asia. We would like to thank all of our speakers and attendees for joining us. Click on the links below to watch […]
On the path to recovery Despite significant headwinds caused by the COVID-19 pandemic, Grit Real Estate Income Group (Grit)’s diverse portfolio has proved resilient, with rent collection rates of 91.4% and a slight recovery in property valuations. Buoyed by the performance of its offices (the group’s largest sector exposure), corporate accommodation and industrial portfolios, plus […]
On the path to recovery Despite significant headwinds caused by the COVID-19 pandemic, Grit Real Estate Income Group (Grit)’s diverse portfolio has proved resilient, with rent collection rates of 91.4% and a slight recovery in property valuations. Buoyed by the performance of its offices (the group’s largest sector exposure), corporate accommodation and industrial portfolios, plus […]
On the path to recovery? Despite significant headwinds caused by the COVID-19 pandemic, Grit Real Estate Income Group (Grit)’s diverse portfolio has proved resilient, with rent collection rates of 91.4% and a slight recovery in property valuations. Buoyed by the performance of its offices (the group’s largest sector exposure), corporate accommodation and industrial portfolios, plus […]
Increasingly diversified as green-led recovery looms JLEN Environmental Assets (JLEN) holds the most diversified portfolio within its peer group. Today, it is asking shareholders to approve a broader definition of environmental assets as well as increased exposure to construction-stage investments. JLEN trades at one of the highest premiums within its peer group. This may reflect its […]
Increasingly diversified as green-led recovery looms JLEN Environmental Assets (JLEN) holds the most diversified portfolio within its peer group. Today, it is asking shareholders to approve a broader definition of environmental assets as well as increased exposure to construction-stage investments. We think that JLEN’s premium, which is one of the highest within its group of […]
Increasingly diversified as green-led recovery looms JLEN Environmental Assets (JLEN) holds the most diversified portfolio within its peer group. Today, it is asking shareholders to approve a broader definition of environmental assets as well as increased exposure to construction-stage investments. We think that JLEN’s premium reflects its asset mix and the accompanying high proportions of […]
In this week’s show, James Carthew talked to Alan Gauld from Standard Life Private Equity 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 – research@quoteddata.com. […]
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