Overview
The Investment objective for the EP Global Opportunities Trust is to provide shareholders with an attractive real long-term total return by investing globally in undervalued securities. The portfolio is managed without reference to the composition of any stock market index. The managers believe an opportunity exists to make money because most investors focus too much on short-term quarterly and annual data and they concentrate instead on forecasting out at least five years.
The fund manager’s website can be found here.
Fundamentals
Price
Research History
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10 Sep 2020 7 min read
QuotedData’s Economic Roundup – September 2020
Economic & Political Roundup Kindly sponsored by Allianz 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 […]
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14 Sep 2017 2 min read
QuotedData’s economic round up – September 2017
QuotedData’s economic round up – September 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 […]
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10 Apr 2017 1 min read
QuotedData’s round up of views on the global economy – April 2017
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 […]
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07 Dec 2016 1 min read
QuotedData investment companies roundup – December 2016
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
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27 Oct 2016 1 min read
Quarterly investment companies roundup – Third quarter 2016
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
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16 Dec 2015 1 min read
Henderson Global Trust – Searching for change
Henderson Global Trust is one of the smaller members of the AIC’s global sector, which gives its manager the option to look further down the market cap scale. Its more moderate size hasn’t inflated overall costs. The trust, which pays quarterly dividends, offers one of the highest yields in its peer group, whilst trading at […]
News
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11 Mar 2020 2 min read
EP Global Opportunities runs for the exit
EP Global Opportunities runs for the exit. Responding to the covid-19 outbreak, the manager of EP Global Opportunities had raised its cash level to 18% of the trust at the end of February (up from 8% at the end of January). The managers had this to say “we are finding it very difficult to identify […]
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23 Aug 2019 2 min read
QuotedData’s other news 23 August 2019
In QuotedData’s other news 23 August 2019: Africa Opportunity shrinks board – Chris Agar, Dr. Vikram Mansharamani, and Mr. Peter Mombaur resign as directors with effect from 22 August 2019 so that the trust can save money. We have a raft of half-year reports: BMO Private Equity made 2.4% in NAV terms and 13.7% in share […]
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01 Apr 2019 2 min read
EP Global Opportunities appoints Tom Walker to its board
EP Global Opportunities appoints Tom Walker to its board – The value focused growth fund, EP Global Opportunities (EPG), has confirmed the appointment of Tom Walker to its board of directors effective today. Tom takes on the role of independent non-executive director. He brings with him extensive experience in investment management, including in investment trusts […]
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13 Mar 2019 2 min read
EP Global held back by US and banks exposure
EP Global held back by US and banks exposure – EP Global reports that, for the year ended 31 December 2018, its NAV fell by 8.6%, adjusting that return for the 6.5p dividend declared for the year (a 5.5p normal dividend and a 1p special dividend) gives a total return on NAV of -7.1%. The discount […]
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16 Mar 2018 3 min read
EP Global Opportunities delivers good numbers despite a momentum market
EP Global Opportunities delivers good numbers despite a momentum market – The investment style of the manager of EP Global Opportunities (EPG) is a to seek out undervalued companies from around the world. With the periods of volatility that have been a feature of recent markets, the markets have favoured momentum investors over value-driven stock […]
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17 Jan 2018 1 min read
Franklin Templeton snaps up Edinburgh Partners
Franklin Templeton Investments has announced that it has agreed, subject to the necessary regulatory approvals, to acquire Edinburgh Partners. Edinburgh Partners is an independent fund management house that is headed up by Dr. Sandy Nairn, a former Franklin manager. Dr. Nairn spent ten years at franklin Templeton, between 1990 and 2000, as an executive vice […]
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10 Mar 2017 1 min read
EP Global results
EP Global Opportunities made 26.9% on net assets over the course of 2016. The dividend for the year was 5.3p. The return was a bit behind that of the All-World Index which returned 29.6%. The manger’s report says that US exploration and production company, Apache, was one of the best performing stocks in the portfolio in […]
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22 Nov 2016 1 min read
EP Global removes yen hedge
EP Global Opportunities has announced that, further to the foreign exchange hedging announcements made on 30 June 2016 and 2 August 2016, in relation to its investments in Japanese equities, it has entered into a foreign currency forward contract that effectively removes the hedging of the Japanese Yen exposure back to Sterling, detailed in the previous […]
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30 Aug 2016 4 min read
EP Global Opportunities underperforms volatile markets
EP Global Opportunities Trust, managed by Dr . Sandy Nairn (pictured), has announced its interim results for the six months ended 30 June 2016. During the period, which the trust’s chairman, Teddy Tulloch, describes as being a volatile one for global equity markets, the trust’s NAV per share increased by 5.6%, whilst its share price increased […]
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01 Jul 2016 1 min read
EP Global Opportunities yen hedge
EP Global Opportunities annunced yesterday that it has hedged the equivalent of £27m of its Japanese Yen exposure back into Sterling. This is the first announcement we have seen of a fund locking in the gais made on its overseas exposure as a result of the recent weakness of the pound. EPG : EP Global […]
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09 Mar 2016 2 min read
EP Global posts 2.9% return for 2015
EP Global Opportunities returned 2.9% on net assets over the course of 2015. The Company has no official benchmark, this was ahead of the total return for the FTSE All-Share Index of 1.0%, but slightly behind the total return from the FTSE All-World Index of 4.0%. They plan to pay a dividend of 3.1p at […]
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17 Aug 2015 1 min read
EP Global reports modest outperformance
EP Global Opportunities has reported a 4.2% return on net assets for the first six months of 2015 which compares favourably to a 2% return ion the FTSE All-Share Index. The shares moved from trading at a small discount to trading on a 0.1% premium. They say their performance benefited from the emphasis on Japan […]
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19 Mar 2015 1 min read
EP Global nervous about the US
Edinburgh Partners Global Opportunities returned 2.2% on net assets over the course of 2014, better than the 1.2% return on the FTSE All-Share index but well behind the 11.3% returned generated by the FTSE All-World Index. The Board aims to pay a dividend of 3.3p for the year (from revenues of 3.7p). The portfolio’s focus […]
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20 Aug 2014 1 min read
EP Global Opportunities’ Japanese exposure contributed to underperformance in H1
EPG : EP Global Opportunities’ Japanese exposure contributed to underperformance in H1 EP Global Opportunities Trust‘s recent interims confirm its NAV per share fell 0.6% during H1 2014, whilst total returns from the FTSE All-World Index and FTSE All-Share Index were 3.2% and 1.6% respectively. The share price discount to NAV also widened modestly from 1.5 per cent […]
