September warrants, subscription shares and zeros We have updated our warrant and subscription shares and ZDP sheet for you with numbers from the morning of 2 September 2015 – you can access it by clicking the link above. Bear in mind that the net asset value numbers that go into calculating the final asset cover may be […]
August warrants, subscription shares and zeros We have updated our warrant and subscription shares and ZDP sheet for you with numbers from the morning of 3 August 2015 – you can access it by clicking the link above. Bear in mind that the net asset value numbers that go into calculating the final asset cover may be […]
Premier Energy & Water – three years later in a new league Please click on the link to read Marten & Co’s research report on Premier Energy & Water Three years ago, James Smith joined the team managing Premier Energy and Water Trust (PEW). His appointment was followed by a seismic shift in approach, which […]
Please click on the link above to read our latest research report on Premier Energy & Water Three years ago, James Smith joined the team managing Premier Energy and Water Trust (PEW). His appointment was followed by a seismic shift in approach, which has led to a significant uplift in performance as well as an […]
Strategic Equity Capital – Measured expansion on strong performance. Please see our latest research on Strategic Equity Capital Strategic Equity Capital’s strong performance compared to both its rivals and comparable UK indices has increased in recent months. This good performance and inclusion in UK indices are fuelling demand for the trust, pushing up the premium. […]
Q2 2015 Quarterly roundup Performance Data – two Chinese funds top the tables despite that market’s boom and bust Money in and out of the sector – the largest new issue in the sector ever Significant rating changes – evaporating premiums on a couple of stocks Major news stories – Alliance Trust beefs up its […]
July Warrants and subscription shares We have updated our warrant and subscription shares and ZDP sheet for you with numbers from the morning of 1 July 2015 – you can access it by clicking the link above. Bear in mind that the net asset value numbers that go into calculating the final asset cover may be out of […]
June warrants, subscription shares and zeros We have updated our warrant and subscription shares and ZDP sheet for you with numbers from the morning of 1 June 2015 – you can access it by clicking the link above. Bear in mind that the net asset value numbers that go into calculating the final asset cover may be out […]
A summary of performance data, significant rating changes, money in and out of the sector and major new stories with an extra bit on the highest yielding investment companies. This was compiled from the first three investment company monthly reports of 2015. Hope you find it useful. Q1 2015 Quarterly roundup
May warrants, subscription shares and zeros We have updated our warrant and subscription shares and ZDP sheet for you with numbers from the morning of 1 May 2015 – you can access it by clicking the link above. Bear in mind that the net asset value numbers that go into calculating the final asset cover may be […]
A falling population, enormous government debt, low to no growth, persistent deflation; this is not most people’s idea of the recipe for attractive investment returns. While they disagree on the impact of government efforts to kick-start the economy, the investment managers of investment companies specialising in Japan believe many Japanese companies can thrive regardless. Japan
April warrants, subscription shares and zeros We have updated our warrant and subscription shares and ZDP sheet for you with numbers from the morning of 2 April 2015 – you can access it by clicking the link above. Bear in mind that the net asset value numbers that go into calculating the final asset cover may be out […]
Strategic Equity Capital – Measured expansion on strong performance Please click on the link to access Marten & Co’s research note on Strategic Equity Capital (SEC) Strategic Equity Capital’s strong performance compared to both its rivals and comparable UK indices has increased in recent months. This good performance and inclusion in UK indices are fuelling […]
March warrants, subscription shares and zeros We have updated our warrant and subscription shares and ZDP sheet for you with numbers from the morning of 2 March 2015 – you can access it by clicking the link above. Bear in mind that the net asset value numbers that go into calculating the final asset cover may be out […]
As evidenced by its recent final results, Premier Energy and Water (PEW) has seen the NAV of its ordinary share, supported by gearing from its zero dividend preference share (ZDP), outperform all of the FTSE benchmarks commonly used to compare its performance (FTSE All-World Utilities, FTSE World and FTSE All-Share). Global utilities had a strong […]