Martin Currie Closed-End Funds Snapshot – In this publication, Martin & Co takes a look at Edinburgh-based fund manager, Martin Currie and provide a snapshot of its three investment trusts – Securities Trust of Scotland (STS), Martin Currie Global Portfolio (MNP) and Martin Currie Asia Unconstrained (MCP).Preview Changes (opens in a new window) Securities Trust of […]
In this publication, we take a look at Edinburgh-based fund manager, Martin Currie and provide a snapshot of its three investment trusts – Securities Trust of Scotland (STS), Martin Currie Global Portfolio (MNP) and Martin Currie Asia Unconstrained (MCP). Securities Trust of Scotland Mark Whitehead became the manager of Securities Trust of Scotland’s portfolio in […]
Seneca Global Income & Growth – Celebrating five years since strategy change, Marten & Co published an update note on Seneca Global Income & Growth (SIGT), a company in the Flexible Investment sector: Seneca Global Income & Growth – Celebrating five years since strategy change It has been five years since Seneca Global Income and Growth Trust (SIGT) changed […]
QuotedData is publishing a new update note on a company in the Flexible Investment sector: Seneca Global Income & Growth – Celebrating five years since strategy change It has been five years since Seneca Global Income and Growth Trust (SIGT) changed its strategy to allow its managers greater flexibility in managing its multi-asset portfolio. As […]
JPMorgan Russian Securities – Russian recovery Marten & Co publishes its initiation note on JPMorgan Russian Securities (JRS) The Russian market has been rebounding on the back of a strengthening oil price but remains one of the cheapest emerging markets. The manager thinks the market could rise further from here. The economy is on an improving […]
The Russian market has been rebounding on the back of a strengthening oil price but remains one of the cheapest emerging markets. The manager thinks the market could rise further from here. The economy is on an improving trend but, the manager believes that, if President Trump eases sanctions, this could provide a significant tailwind. […]
Aberdeen Frontier Markets- Direct investing On 9 December 2016, the board of Aberdeen Frontier Markets (AFMC) announced that take up of its 100% tender offer had exceeded expectations. After deliberating on the future of the fund, the board is asking shareholders to approve a shift to direct investing in frontier markets. Shareholders still have the […]
On 9 December 2016, the board of Aberdeen Frontier Markets (AFMC) announced that take up of its 100% tender offer had exceeded expectations. After deliberating on the future of the fund, the board is asking shareholders to approve a shift to direct investing in frontier markets. Shareholders still have the opportunity of a cash exit […]
Standard Life Private Equity – Dividend doubled to 4.0%; Marten& Co published a note on Standard Life Private Equity, a company in the private equity sector Standard Life Private Equity Trust (SLPE), formerly Standard Life European Private Equity, is implementing a package of measures to refine its strategy that includes a significantly higher dividend, the removal of size […]
QuotedData has published a new note on a company in the private equity sector: Standard Life Private Equity – Dividend doubled to 4.0% Standard Life Private Equity Trust (SLPE), formerly Standard Life European Private Equity, is implementing a package of measures to refine its strategy that includes a significantly higher dividend, the removal of size […]
QuotedData’s collation of recent insights on markets and economies taken from comments made by chairman and managers of investment companies. Kindly sponsored by Martin Currie. February Economic and Political Roundup
Our latest roundup of news; price, NAV and discount movements; flows in and out of the sector and report on full year dividends announced over the month of January 2017. Kindly sponsored by Baillie Gifford. February Investment Companies Roundup
Our review of 2016 includes performance data, significant moves in discounts and premiums, money raised and money handed back, major news stories and links to the research we have published including our guide to investment companies. 2016 Annual roundup
Herald Investment Trust – Tech bids demonstrate value; Marten & Co published an update note on Herald Investment Trust. Herald Investment Trust – Tech bids demonstrate value Herald Investment Trust’s (HRI’s) manager believes recent portfolio activity (bids for Avesco and Mentor Graphics) shows that HRI’s NAV does not reflect the true valuations of the underlying companies, […]
QuotedData has published a note on a company in the Small Media, Comms & IT Companies sector. Herald Investment Trust – Tech bids demonstrate value Herald Investment Trust’s (HRI’s) manager believes recent portfolio activity (bids for Avesco and Mentor Graphics) shows that HRI’s NAV does not reflect the true valuations of the underlying companies, particularly […]
Our latest roundup of news; price, NAV and discount movements; flows in and out of the sector and report on full year dividends announced over the month of November 2016. december-investment-companies-roundup
QuotedData’s collation of recent insights on markets and economies taken from comments made by chairman and managers of investment companies. december-economic-and-political-roundup
Aberdeen Frontier Markets – Long term growth opportunity? – Marten & Co published the initiation of research note on Aberdeen Frontier Markets Investment Company (AFMC) AFMC offers investors a diversified exposure to the superior growth prospects offered by frontier markets (stock markets that aren’t classified as developed or emerging). Its managers believe that weak commodity and energy […]
QuotedData has published a new note on a company in the global emerging markets sector. Aberdeen Frontier Markets Investment Company (AFMC) offers investors a diversified exposure to the superior growth prospects offered by frontier markets (stock markets that aren’t classified as developed or emerging). Its managers believe that weak commodity and energy prices, as well […]
QuotedData’s collation of recent insights on markets and economies taken from comments made by chairman and managers of investment companies. november-economic-and-political-roundup
Our latest roundup of news; price, NAV and discount movements; flows in and out of the sector and report on full year dividends announced over the month of October 2016. november-investment-companies-roundup-2
The QuotedData independent guide to investment companies aims to help investors and financial advisers better understand investment companies and help them make better informed investment decisions. We hope that the guide will help clarify the jargon that appears in many of the communications from the investment world. It is designed to build investors’ knowledge, starting […]
Q3 saw the market adapt to life post the UK’s EU referendum. Sterling continued to fall but most stock markets stabilised and discounts narrowed across most sectors. While the US election is dominating headlines, it does not seem to be having much impact on markets so far. q3-quarterly-roundup
Henderson International Income – A way to diversify income Marten & Co published an update note on the company. The sharp falls in sterling over the past few months have flattered the performance of many funds investing overseas, including Henderson International Income Trust (HINT), but have compounded problems for some UK equity income trusts. HINT’s […]
The sharp falls in sterling over the past few months have flattered the performance of many funds investing overseas, including Henderson International Income Trust (HINT), but have compounded problems for some UK equity income trusts. HINT’s manager warns that the threat of dividend cuts looms large for UK-focused trusts and thinks that now, more than […]
India Capital Growth – India at a significant discount Marten & Co published the following note on the company, which includes the investment managers view that India is trading at a significant discount to other markets, which is unjustified. In August, India Capital Growth (IGC)’s subscription shares were converted into ordinary shares. This increased its […]
In August, India Capital Growth (IGC)’s subscription shares were converted into ordinary shares. This increased its net assets by 29.2% before costs. IGC’s manager believes that this expansion should improve liquidity in the company’s shares and lower its ongoing charges ratio. However, IGC’s manager points out that despite these positive developments, an improving outlook for […]
Our latest roundup of news; price, NAV and discount movements; flows in and out of the sector and report on full year dividends announced over the month of September 2016. october-investment-companies-roundup
QuotedData’s collation of recent insights on markets and economies taken from comments made by chairman and managers of investment companies. october-economic-and-political-roundup
Marten & Co published an update on the company entitled Pacific Horizon – Brave new world The company’s performance has started to improve over the past few months, yet Baillie Gifford’s Ewan Markson-Brown and Roderick Snell, thinks that there is still considerable potential for the portfolio. He believes that some of the themes that he […]
