Headed in the right direction At the end of September 2020, Ken Wotton became the lead manager of Strategic Equity Capital (SEC) and, during the ten months since, SEC has provided NAV and share price returns that are significantly ahead of the MSCI UK Smaller Companies and even the broader MSCI UK Index (see pages […]
Real Estate Roundup Kindly sponsored by Aberdeen Standard Investments Performance data August’s biggest movers in price terms are shown in the chart below. Traditionally a quiet month, August was anything but for property companies. While takeovers, IPO activity and large investment deals dominated the headlines, Tritax Big Box REIT continued its impressive performance. After reporting […]
Economic and Political Monthly Roundup Kindly sponsored by Allianz 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 you to buy or […]
Investment Companies Monthly Roundup Kindly sponsored by Baillie Gifford and Aberdeen Standard Investments Performance While inflation concerns remain, they are accompanied by the idea that the global recovery is well underway, with the return of company dividend payouts and an uptick in deal activity. It is therefore perhaps no surprise to see private equity and smaller […]
In this week’s show, Jayna Rana talked to Ian Lance of Temple Bar 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 – […]
In this week’s show, Jayna Rana talked to David Smith from Henderson High Income 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 – […]
A taste of more to come The UK market has been making somewhat of a comeback since the start of 2021, after years of uncertainty, volatility and being outright unloved. Henderson High Income (HHI) has been a beneficiary of the recovery in the UK’s fortunes, outperforming its benchmark and putting its NAV ahead of comparable […]
A taste of more to come? The UK market has been making somewhat of a comeback since the start of 2021, after years of uncertainty, volatility and being outright unloved. Henderson High Income (HHI) appears to have been a beneficiary of the recovery in the UK’s fortunes, outperforming its benchmark and putting its NAV ahead […]
A taste of more to come The UK market has been making somewhat of a comeback since the start of 2021, after years of uncertainty, volatility and being outright unloved. Henderson High Income (HHI) has been a beneficiary of the recovery in the UK’s fortunes, outperforming its performance benchmark and putting its NAV ahead of […]
In this week’s show, James Carthew talked to Abby Glennie from Aberdeen Smaller Companies Income 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 – […]
Impressive progress Apax Global Alpha (whose ticker is APAX, but has been abbreviated throughout this note as AGA) has made impressive progress over the first six months of 2021, as its interim results demonstrate. The pace of realisations and distributions within its private equity portfolio has continued since and we estimate that its NAV has […]
Looking way beyond the now It is now just over three years since Baillie Gifford, an investment management house famed for its growth-focused investment strategies, took over the management of Baillie Gifford UK Growth Trust (BGUK). This move has paid off, with absolute and relative performance versus its peers (in the AIC’s UK All Companies […]
Looking way beyond the now It is now just over three years since Baillie Gifford, a house famed for its growth investment strategies, took over the management of Baillie Gifford UK Growth Trust (BGUK). This move appears to have paid off with absolute and relative performance versus peers improving dramatically, while a marked discount was, […]
Looking way beyond the now It is now just over three years since Baillie Gifford, a house famed for its growth investment strategies, took over the management of Baillie Gifford UK Growth Trust (BGUK). This move has paid off with absolute and relative performance versus peers improving dramatically, while a marked discount was, until recently, […]
Sticking to its guns Henderson Diversified Income Trust (HDIV) focuses on high-quality companies with sustainable business models. It was resilient in the face of COVID-19-related market falls, but, unlike some of its peers, has not benefitted from the bounce in the prices of debt issued by low-quality borrowers and those whose business models are sensitive […]
Sticking to its guns Henderson Diversified Income Trust (HDIV) focuses on high-quality companies with sustainable business models. It was resilient in the face of COVID-19-related market falls, but has not benefitted from the bounce in debt issued by cyclical and low-quality borrowers that has occurred since last November’s vaccine news. Nevertheless, its three-year figures are […]
Sticking to its guns Henderson Diversified Income Trust (HDIV) focuses on high-quality companies with sustainable business models. It was resilient in the face of COVID-19-related market falls, but has not benefitted from the bounce in debt issued by cyclical and low-quality borrowers that has occurred since last November’s vaccine news. Nevertheless, its three-year figures are […]
In this week’s show, James Carthew talked to Andrew Bell from Witan 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].
Shed load of growth to come Urban Logistics REIT (SHED) is pressing ahead with its ambitious growth strategy, having raised £108.3m in a placing in July 2021. This is the third successful capital raise it has made during the pandemic (totalling £336.7m), which may highlight the strength and resilience of its investment proposition. SHED is […]
Shed load of growth to come Urban Logistics REIT (SHED) is pressing ahead with its ambitious growth strategy, having raised £108.3m in a placing in July 2021. This is the third successful capital raise it has made during the pandemic (totalling £336.7m), highlighting the strength and resilience of its investment proposition. SHED is the only […]
Shed load of growth to come Urban Logistics REIT (SHED) is pressing ahead with its ambitious growth strategy, having raised £108.3m in a placing of shares in July 2021. This is the third successful capital raise it has made during the pandemic (totalling £336.7m), highlighting the strength and resilience of its investment proposition. SHED is […]
In this week’s show, Richard Williams talked to Matthew Howard from BMO Commercial Property. 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].
Real Estate Roundup Kindly sponsored by Aberdeen Standard Investments Performance data July’s biggest movers in price terms are shown in the chart below. It was no surprise that GCP Student Living topped the table for best performing property companies in July after it received a takeover bid 30% above its share price during the month. […]
Economic and Political Monthly Roundup Kindly sponsored by Allianz 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 you to buy or […]
Investment Companies Monthly Roundup Kindly sponsored by Baillie Gifford and Aberdeen Standard Investments Performance Inflation is still very much on investors’ minds at the moment, though views appear divided on whether it’s coming and what the impact might be. But even the bearish can’t help but feel a bit more optimistic after the misery of this […]
Focused high conviction portfolio AVI Global Trust (AGT) has had a strong run of performance since last November. Its manager, Asset Value Investors (AVI) has been realising substantial profits from a number of positions where discounts have narrowed significantly or have been eliminated altogether. As we describe on page 8 onwards, the proceeds are being […]
Focused high conviction portfolio AVI Global Trust (AGT) has had a strong run of performance since last November. Its manager, Asset Value Investors (AVI) has been realising substantial profits from a number of positions where the discounts that these companies have traded at in the market, relative to their underlying net asset values, have narrowed […]
Focused high conviction portfolio AVI Global Trust (AGT) has had a strong run of performance since last November. Its manager, Asset Value Investors (AVI) has been realising substantial profits from a number of positions where discounts have narrowed significantly or have been eliminated altogether. As we describe on page 8 onwards, the proceeds are being […]
On the front foot Even before its recent acquisitions, JLEN Environmental Assets (JLEN) could already boast the most diversified portfolio of its peers. A change in investment policy, approved by shareholders in March 2021, has allowed the company to invest in a wider universe of environmental infrastructure that supports the transition to a low-carbon economy. […]
On the front foot Even before its recent acquisitions, JLEN Environmental Assets (JLEN) could already boast the most diversified portfolio of its peers. A change in investment policy, approved by shareholders in March 2021, allowed it to invest in a wider universe of environmental infrastructure assets that supports the transition to a low-carbon economy. Since […]
