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Asset Managers Research

17 Apr 2020

QuotedData’s weekly roundup 17 April 2020

James Carthew’s weekly news roundup show for Friday, 17th April, covers a wide range of topics and includes an interview with Tony Dalwood, CEO of Gresham House, which has just taken on the management of Strategic Equity Capital. Listen back here This was our second weekly roundup and the format we evolve over time. If […]

17 Apr 2020

QuotedData’s Investment Companies Quarterly Review – First Quarter 2020

Investment Companies Quarterly Roundup Kindly sponsored by Baillie Gifford and Aberdeen Standard Investments  Table of contents  In this issue Performance data Positive movers Negative movers Discounts and premiums Getting more expensive Getting cheaper Money in and out Money in Money out Major news stories Upcoming Events New research The legal bit  Unprecedented times  We have knitted […]

12 Mar 2020

CG Asset Management – More than a port in a storm

 More than a port in a storm It is often said that markets climb a wall of worry, but there are times when investors panic and run for the exits. In such an environment, the attractions of funds which are defensively positioned and managed by an experienced team, with an investment ethos based on an […]

12 Mar 2020

CG Asset Management – More than a port in a storm

 More than a port in a storm It is often said that markets climb a wall of worry, but there are times when investors panic and run for the exits. In such an environment, the attractions of funds which are defensively positioned and managed by an experienced team, with an investment ethos based on an […]

09 Jul 2019

CG Asset Management – The rewards of long-term thinking

The CG Asset Management (CGAM) team’s focus on medium-to-long-term absolute returns and excellent track record have attracted a loyal following of investors. Both Capital Gearing Trust and CG Absolute Return Fund have seen significant inflows since we published our initiation note in September 2018, and CG Absolute Return now has a three-year track record, which […]

09 Jul 2019

CG Asset Management – The rewards of long-term thinking

 The rewards of long-term thinking The CG Asset Management (CGAM) team’s focus on medium-to-long-term absolute returns and excellent track record have attracted a loyal following of investors. Both Capital Gearing Trust and CG Absolute Return Fund have seen significant inflows since we published our initiation note in September 2018, and CG Absolute Return now has […]

25 Jan 2019

QuotedData review of 2018 – Annual report investment companies

QuotedData review of 2018 – Annual report investment companies 2018 – the return of volatility A trade war, Brexit, US interest rate rises, slowing Chinese growth, a US government shutdown, a dispute over Italy’s budget, the Skripal poisonings, numerous elections – there was plenty to worry about in 2018. A last-minute dive left the US […]

10 Sep 2018

CG Asset Management – Focus on absolute returns

CG Asset Management – Focus on absolute returns The CG Asset Management (CGAM) team’s focus on medium-to-long-term absolute returns, coupled with its excellent track record has attracted a loyal following of investors. This note describes: CGAM’s business; its investment approach; and two of its absolute return funds: Capital Gearing Trust CG Absolute Return Fund Manager […]

10 Sep 2018

CG Asset Management – Focus on absolute returns

CG Asset Management – Focus on absolute returns The CG Asset Management (CGAM) team’s focus on medium-to-long-term absolute returns, coupled with its excellent track record has attracted a loyal following of investors. This note describes: CGAM’s business; its investment approach; and two of its absolute return funds: Capital Gearing Trust CG Absolute Return Fund Manager […]

07 Mar 2018

Fidelity Closed-End Funds Review

Fidelity Closed-End Funds Review – Marten & Co is publishing a new Fidelity Closed-End Funds review. This covers funds in the Asia-Pacific ex-japan, Japanese Smaller Companies and UK All Companies sectors. Welcome to the fifth 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 […]

27 Jul 2017

Fidelity Closed-End Funds Review

Marten & Co is publishing a new Fidelity Closed-End Funds review. This covers funds in the Asia-Pacific ex-japan, Japanese Smaller Companies and UK All Companies sectors. Welcome to the fourth edition of QuotedData’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 […]

02 Jul 2017

Fidelity Closed-End Funds Review

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 […]

23 May 2016

Fidelity Closed-End Funds Review

Fidelity Closed-End Funds Review Welcome to the second edition of Marten & Co’s Fidelity Closed-End Funds Review – a regular publication that looks at Fidelity and recent developments in three of its investment trusts – Fidelity Asian Values, Fidelity Japanese Values and Fidelity Special Values. In this issue: Fidelity Asian Values rises to the top of the […]

23 May 2016

Fidelity Closed-End Funds Review

Welcome to the second edition of QuotedData’s Fidelity Closed-End Funds Review – a regular publication that looks at Fidelity and recent developments in three of its investment trusts – Fidelity Asian Values, Fidelity Japanese Values and Fidelity Special Values. In this issue: Fidelity Asian Values rises to the top of the performance tables in the AIC’s Asia […]

28 Oct 2015

Fidelity Changes!

Fidelity Changes! Welcome to the first edition of Marten & Co’s regular publication. This edition takes a look at Fidelity and recent developments in three of its investment trusts – Fidelity Asian Values, Fidelity Japanese Values and Fidelity Special Values. Special feature: New manager Nitin Bajaj settles in at Fidelity Asian Values Fidelity Asian Values invests in the stock […]

28 Oct 2015

Fidelity Changes!

Fidelity Changes! Welcome to the first edition of what will be a regular publication. This edition takes a look at Fidelity and recent developments in three of its investment trusts – Fidelity Asian Values, Fidelity Japanese Values and Fidelity Special Values. Special feature: New manager Nitin Bajaj settles in at Fidelity Asian Values

05 Jun 2014

Fidelity’s investment trust range

Fidelity’s investment trust range Fidelity currently manage five investment trusts – Fidelity Asian Values : FAV, Fidelity China Special Situations : FCSS, Fidelity European Values : FEV, Fidelity Japanese Values : FJV and Fidelity Special Values : FSV – our report explains their objectives and investment strategies and looks at their recent performance. We also take a look at […]