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 […]
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 […]
Strategic Equity Capital – Business as usual is a note that Marten & Co wrote to explain the impact of Stuart Widdowson’s resignation as manager of Strategic Equity Capital. Strategic Equity Capital – Business as usual Strategic Equity Capital (SEC) announced Stuart Widdowson’s departure from GVQ Investment Management on 7 February 2017. GVQ stress that it is […]
Strategic Equity Capital – “Business as usual” is a note that Marten & Co wrote for QuotedData that explains the impact of Stuart Widdowson’s resignation as manager of Strategic Equity Capital. Strategic Equity Capital (SEC) announced Stuart Widdowson’s departure from GVQ Investment Management on 7 February 2017. GVQ stress that it is “business as usual” […]
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 […]
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 […]
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, […]
