QuotedData is publishing a new update note on a company in the Private Equity sector: Standard Life Private Equity – Loading the portfolio SL Capital Partners, the manager of Standard Life Private Equity Trust (SLPE), sees the outlook for Europe improving. However, it thinks that some form of market disruption could occur during the next one […]
Fidelity Closed-End Funds Review Welcome to the third edition of Marten & Co’s Fidelity Closed-End Funds Review – a regular publication looking at Fidelity and recent developments in three of its investment trusts – Fidelity Asian Values, Fidelity Japanese Values and Fidelity Special Values. In this issue: The appointment of Nitin Bajaj as manager of Fidelity Asian […]
QuotedData’s economic round up – June 2017 – is 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 […]
QuotedData investment companies roundup – June 2017 – is 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 May 2017. Kindly sponsored by Baillie Gifford. June Investment Companies Roundup Japan was one of the best places to be […]
Seneca Global Income & Growth – Changing tack – Marten & Co has published an update note on a company in the Flexible Investment sector Seneca Global Income & Growth – Changing tack Seneca Global Income & Growth (SIGT) has continued to outperform its flexible investment peer group, since QuotedData last wrote, while providing lower volatility of returns. Under […]
QuotedData is publishing a new update note on a company in the Flexible Investment sector: Seneca Global Income & Growth – Changing tack Seneca Global Income & Growth (SIGT) has continued to outperform its flexible investment peer group, since QuotedData last wrote, while providing lower volatility of returns. Under its discount control mechanism, SIGT has […]
Blue Capital Alternative Income – Uncorrelated yield opportunity Marten & Co published our initiation note on Blue Capital Alternative Income, a company in the Specialist Funds – Insurance and Reinsurance sector Blue Capital Alternative Income Fund Limited (BCAI) helps insure the insurers, diversifying its portfolio across a range of potential catastrophes. This business is largely uncorrelated with […]
QuotedData is publishing an initiation note on a company in the Specialist Funds – Insurance and Reinsurance sector: Blue Capital Alternative Income – Uncorrelated yield opportunity Blue Capital Alternative Income Fund Limited (BCAI) helps insure the insurers, diversifying its portfolio across a range of potential catastrophes. This business is largely uncorrelated with traditional investment markets, […]
Ecofin Global Utilities and Infrastructure Trust – Structural growth, low volatility and high income Ecofin Global Utilities and Infrastructure Trust (EGL) invests in utilities and other economic infrastructure equities (see definition on page 4) and is looking to deliver a total return (capital gains and income) of 6-12% per annum to shareholders over time. These sectors […]
Central Asia Metals – Site visit to Kazakh operations Marten & Co’s analyst, Paul Burton, shares his impressions from his site visit to Central Asia Metals (CAML)’s Kazakh operations. In late April, QuotedData’s analyst visited the plant site with a group of London-based analysts. The group witnessed the first copper (in solution) being leached from […]
QuotedData’s analyst, Paul Burton, shares his impressions from his site visit to Central Asia Metals (CAML)’s Kazakh operations. In late April, QuotedData’s analyst visited the plant site with a group of London-based analysts. The group witnessed the first copper (in solution) being leached from the new Western dumps at Kounrad. The commencement of production here […]
Ecofin Global Utilities and Infrastructure Trust (EGL) invests in utilities and other economic infrastructure equities (see definition on page 4) and is looking to deliver a total return (capital gains and income) of 6-12% per annum to shareholders over time. These sectors are traditionally less volatile than global equities in general, and the manager expects […]
Drum Income Plus REIT – Delivering on promises. Marten & Co published an update note on Drum Income Plus REIT (DRIP), a company in the UK property sector DRUM Income Plus REIT focuses on acquiring properties overlooked by large institutional and overseas buyers (smaller lot sizes, multi-let). It provided an NAV total return of 2.4% in Q1 2017 […]
QuotedData is publishing a new update note on a company in the UK property sector: Drum Income Plus REIT – Delivering on promises DRUM Income Plus REIT (DRIP) focuses on acquiring properties overlooked by large institutional and overseas buyers (smaller lot sizes, multi-let). It provided an NAV total return of 2.4% in Q1 2017 (1.6% […]
QuotedData investment companies 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 April 2017. Kindly sponsored by Baillie Gifford. Money in: The only new launch in April was EJF Investments, a £69m fund trying to take advantage of […]
QuotedData’s economic round up – May 2017 is 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 sell […]
Polar Capital Global Healthcare – Extended life, new objective is the initiation note in which Marten & Co explains the workings of the company. Polar Capital Global Healthcare (PCGH or the company) is an investment trust, that listed on the London Stock Exchange in 2010. PCGH is managed by a team led by Daniel Mahony PhD […]
Polar Capital Global Healthcare – Extended life, new objective is a note that Marten & Co wrote for QuotedData that explains the workings of the company. Polar Capital Global Healthcare (PCGH or the company) is an investment trust, that listed on the London Stock Exchange in 2010. PCGH is managed by a team led by […]
Henderson Diversified Income Trust – Shift to onshore. Marten & Co has published our first note, as we initiate our research on HDIV. Henderson Diversified Income Trust (HDIV) has completed its move to a UK domicile and, from both its board and managers’ perspective, it is business as usual. With the freedom to access the whole […]
Henderson Diversified Income Trust plc (HDIV) has completed its move to a UK domicile and, from both its board and managers’ perspective, it is business as usual. With the freedom to access the whole of the fixed and floating rate income market in search of returns, its managers remain focused on producing an attractive yield […]
Central Asia Metals – A consistent dividend payer with a high yield Marten & Co is publishing a new update note on Central Asia Metals, a company in the mining sector Central Asia Metals (CAML) has increased its annual dividend by 24% year-on-year, to 15.5p per share, providing shareholders with a 6.6% yield. The company recorded […]
The first quarter of 2017 was dominated by news from the US, as President Trump struggled to implement some of his campaign promises, and the triggering of Article 50 here in the UK (which of course has now been topped by the snap general election). Markets were quite buoyant on the back of hopes that […]
QuotedData is publishing a new update note on a company in the mining sector: Central Asia Metals – A consistent dividend payer with a high yield Central Asia Metals (CAML) has increased its annual dividend by 24% year-on-year, to 15.5p per share, providing shareholders with a 6.6% yield. The company recorded its fifth consecutive year […]
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 February 2017. Kindly sponsored by Baillie Gifford. April Investment Companies Roundup
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 sell any of the companies mentioned. Kindly sponsored […]
Caledonia Mining – A Golden Opportunity? Marten and Co publishes its first initiation of coverage note on Caledonia Mining Caledonia Mining (CMCL) is a gold mining company that produced 43,000 ounces (43koz) of gold from its mine in Zimbabwe in 2015 and is investing a total of over US$50m from cash flow, with the aim […]
Caledonia Mining – 18% production increase boosts earnings Caledonia Mining (Caledonia: CMCL) achieved targeted gold production of 50,400oz (50.4koz) in 2016, an 18% increase on 2015, after processing a record quantity of ore at its Blanket mine. The company is aiming to increase production by a further 20%, to around 60koz of gold, in 2017 […]
Caledonia Mining – 18% production increase boosts earnings. Caledonia Mining (CMCL) achieved targeted gold production of 50,400oz (50.4koz) in 2016, an 18% increase on 2015, after processing a record quantity of ore at its Blanket mine. The company is aiming to increase production by a further 20%, to around 60koz of gold, in 2017 as […]
India Capital Growth – Full steam ahead With last year’s successful subscription share exercise (discussed in Marten & Co’s last note) pushing India Capital Growth (IGC)’s net assets through the £100m mark; strong performance relative to peers; and buoyant conditions in India, IGC’s focus is now on driving down the discount that its shares trade […]
With last year’s successful subscription share exercise (discussed in QuotedData’s last note) pushing India Capital Growth (IGC)’s net assets through the £100m mark; strong performance relative to peers; and buoyant conditions in India, IGC’s focus is now on driving down the discount that its shares trade at relative to its net asset value. Recent poll […]
