In QuotedData’s morning briefing 31 December 2021: International Biotechnology Trust (IBT) will invest in SV Health Investors (the manager)’s forthcoming biotechnology focused private fund, SV Biotech Crossover Opportunities Fund LP. The trust tries to keep its exposure to unquoted stocks between 5% and 15% of its portfolio. Murray International (MYI) says that, with effect from […]
Investment Companies Monthly Roundup Kindly sponsored by Baillie Gifford and abrdn Performance The new Omicron COVID-19 variant dominated markets in November. Technology & media funds performed best, the MSCI All Countries World Information Technology Index rose by 6.2% over the month, indicating that investors were likely returning to the perceived pandemic-resistance of growth stocks. This […]
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 […]
Short shrift to short seller An attack by an activist short seller on the fabric of Civitas Social Housing (CSH), coinciding with it falling out of the FTSE 250 index, appears to have driven down CSH’s share price in recent months. CSH has published a strong rebuttal (details of the claims and CSH’s response are […]
Short shrift to short seller An unwarranted attack by an activist short seller on the fabric of Civitas Social Housing (CSH), coinciding with it falling out of the FTSE 250 index, has driven down CSH’s share price in recent months. CSH has published a strong rebuttal (details of the claims and CSH’s response are on […]
Short shrift to short seller An unwarranted attack by an activist short seller on the fabric of Civitas Social Housing (CSH), coinciding with it falling out of the FTSE 250 index, has driven down CSH’s share price in recent months. CSH has published a strong rebuttal (details of the claims and CSH’s response are on […]
Investment Companies Monthly Roundup Kindly sponsored by Baillie Gifford and abrdn Performance October saw somewhat of a turnaround for a number of sectors with Japan funds back among the worst performers after a brief uptick during the previous month, and the commodities & natural resources sector back at the top of the best performers list […]
In QuotedData’s morning briefing 1 November 2021: Murray Income (MUT) has entered into a three-year multi-currency revolving credit facility of £50m with The Bank of Nova Scotia, London Branch, which replaces the Company’s £20m facility with Scotiabank Europe PLC. Under its terms, MUT has the option to increase the level of the commitment to £70m […]
Handbrake off in growth drive Aberdeen Standard European Logistics Income’s (ASLI’s) manager has taken a prudent approach to growing the fund thus far, taking a little-and-often capital raise strategy to improve the quality of the portfolio. However, it now proposes a £75m placing to help fund an identified investment pipeline worth €165m and take advantage […]
Handbrake off in growth drive Aberdeen Standard European Logistics Income’s (ASLI’s) manager has taken a prudent approach to growing the fund thus far, taking a little-and-often capital raise strategy to improve the quality of the portfolio. However, it now proposes a £75m placing to acquire assets from an identified investment pipeline worth €165m and take […]
