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 […]
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 that supports the transition to a low-carbon economy. Since then, […]
Ahead of expectations It is still early in the life of Downing Renewables and Infrastructure Trust (DORE), yet, with an early focus on Swedish hydropower – 51% of the portfolio at the end of March 2021 – complemented by a diverse portfolio of UK solar assets, it already has a portfolio that is clearly differentiated […]
Ahead of expectations It is still early in the life of Downing Renewables and Infrastructure Trust (DORE), yet, with an early focus on Swedish hydropower – 51% of the portfolio at the end of March 2021 – complemented by a diverse portfolio of UK solar assets, it can already boast a portfolio that is clearly […]
Ahead of expectations It is still early in the life of Downing Renewables and Infrastructure Trust (DORE), yet, with an early focus on Swedish hydropower – 51% of the portfolio at the end of March 2021 – complemented by a diverse portfolio of UK solar assets, it can already boast a portfolio that is clearly […]
The fruits of diversification More than four years after it refocused its global equity portfolio, Alliance Trust (ATST) has proven the merits of blending different expertise across different investment styles. Since the overhaul in April 2017, it has matched its peers and beaten its benchmark. In particular, over the past 14 months, which have been […]
The fruits of diversification More than four years after it refocused its global equity portfolio, Alliance Trust (ATST) has proven the merits of blending different expertise across different investment styles. Since the overhaul in April 2017, it has matched its peers and beaten its benchmark. In particular, over the past 14 months, which have been […]
The fruits of diversification More than four years after it refocused its global equity portfolio, Alliance Trust (ATST) appears to have demonstrated the merits of blending different expertise across different investment styles. Since the overhaul in April 2017, it has matched its peers and beaten its benchmark. In particular, over the past 14 months, which […]
On 28th July 2021, QuotedData hosted the last of 4 Property focused webinars. This webinar was focused on Property and included presentations and Q&As from 4 managers, covering different aspects of property. We would like to thank all of our speakers and attendees for joining us. Click on the links below to watch the presentations – […]
In this week’s show, James Carthew talked to Gareth Powell of Polar Capital Global Healthcare. 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 22nd July 2021, QuotedData hosted the third of 4 Property focused webinars. This webinar was focused on Property and included presentations and Q&As from 3 managers, covering different aspects of property. We would like to thank all of our speakers and attendees for joining us. Click on the links below to watch the presentations – […]
Investment Companies Quarterly Roundup Kindly sponsored by Baillie Gifford and Aberdeen Standard Investments Finally on the mend Global equity markets finally appear to be recovering after almost 18 months of extreme volatility and uncertainty. On average, even the losses on those funds in negative territory this quarter were muted by comparison with last year. UK assets […]
On 22nd July 2021, QuotedData hosted the third of 4 Property focused webinars. This webinar was focused on Property and included presentations and Q&As from 2 managers, covering different aspects of property. We would like to thank all of our speakers and attendees for joining us. Click on the links below to watch the presentations – […]
