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Investment Companies Research

26 Feb 2021

Interview with Nalaka De Silva from Aberdeen Diversified Income and Growth Trust

In this week’s show, James Carthew talked to Nalaka De Silva from Aberdeen Diversified Income and Growth Trust. Watch it again here. If you were looking for QuotedData’s roundup of the week’s news, this is now in the news section – just click here. If there is a guest speaker you’d particularly like to hear from, please […]

25 Feb 2021

QuotedData’s Round the World Webinar series – UK day playback

On 24th February 2021, QuotedData hosted the final Round the World webinar from our series. This webinar was focused on the UK and included presentations and Q&As from 4 investment companies’ managers, covering markets across the UK. We would like to thank all of our speakers and attendees for joining us. Click on the links below […]

25 Feb 2021

Polar Capital Global Financials Trust – The tide has turned

The tide has turned Having played a supporting role in the initial phase of the stock market recovery – breaking historical precedent in the process – the share prices of financial stocks, and banks in particular, have come back sharply since November. Demand for its shares meant that Polar Capital Global Financials Trust’s (PCFT’s) premium […]

25 Feb 2021

Polar Capital Global Financials Trust – The tide has turned

The tide has turned Having played a supporting role in the initial phase of the stock market’s recovery – breaking historical precedent in the process – financials, and banks in particular, have performed strongly since November. Polar Capital Global Financials Trust’s (PCFT’s) premium was recently at its highest level in more than five years, paving […]

25 Feb 2021

Polar Capital Global Financials Trust – The tide has turned

The tide has turned Having played a supporting role in the initial phase of the market’s recovery – breaking historical precedent in the process – financials, and banks in particular, have come back sharply since November. Polar Capital Global Financials Trust’s (PCFT’s) premium was recently at its highest level in more than five years, paving […]

19 Feb 2021

Interview with Matthew Tillett from The Brunner Investment Trust

In this week’s show, James Carthew talked to Matthew Tillett from The Brunner Investment Trust. Watch it again here. If you were looking for QuotedData’s roundup of the week’s news, this is now in the news section – just click here. If there is a guest speaker you’d particularly like to hear from, please email us – […]

18 Feb 2021

QuotedData’s Round the World Webinar series – Asia day playback

On 10th February 2021, QuotedData hosted the penultimate Round the World webinar from our series. This webinar was focused on Asia and included presentations and Q&As from 4 investment companies’ managers, covering markets across Asia. We would like to thank all of our speakers and attendees for joining us. Click on the links below to watch […]

16 Feb 2021

JLEN Environmental Assets – Increasingly diversified as green-led recovery looms

Increasingly diversified as green-led recovery looms JLEN Environmental Assets (JLEN) holds the most diversified portfolio within its peer group. Today, it is asking shareholders to approve a broader definition of environmental assets as well as increased exposure to construction-stage investments. JLEN trades at one of the highest premiums within its peer group. This may reflect its […]

16 Feb 2021

JLEN Environmental Assets – Increasingly diversified as green-led recovery looms

Increasingly diversified as green-led recovery looms JLEN Environmental Assets (JLEN) holds the most diversified portfolio within its peer group. Today, it is asking shareholders to approve a broader definition of environmental assets as well as increased exposure to construction-stage investments. We think that JLEN’s premium, which is one of the highest within its group of […]

16 Feb 2021

JLEN Environmental Assets – Increasingly diversified as green-led recovery looms

Increasingly diversified as green-led recovery looms JLEN Environmental Assets (JLEN) holds the most diversified portfolio within its peer group. Today, it is asking shareholders to approve a broader definition of environmental assets as well as increased exposure to construction-stage investments. We think that JLEN’s premium reflects its asset mix and the accompanying high proportions of […]

12 Feb 2021

Interview with Alan Gauld from Standard Life Private Equity Trust 

In this week’s show, James Carthew talked to Alan Gauld from Standard Life Private Equity Trust. Watch it again here. If you were looking for QuotedData’s roundup of the week’s news, this is now in the news section – just click here. If there is a guest speaker you’d particularly like to hear from, please email us – research@quoteddata.com. […]

11 Feb 2021

QuotedData’s Round the World Webinar series – Americas day playback

On 10th February 2021, QuotedData hosted the second of four Round the World webinars. This webinar was focused on the Americas and included presentations and Q&As from 4 investment companies’ managers, covering markets across North and South America. We would like to thank all of our speakers and attendees for joining us. Click on the links […]

11 Feb 2021
11 Feb 2021

QuotedData’s Economic Roundup – February 2021

Economic and Political Monthly 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 […]

11 Feb 2021

QuotedData’s Investment Companies Roundup – February 2021

Investment Companies Monthly Roundup Kindly sponsored by Baillie Gifford and Aberdeen Standard Investments Performance January’s median total share price return from investment companies was (0.2%) (the average was 0.6%), which compares with 4.4% in December 2020. The continued allure of the private companies accessible via the growth capital sector was evident as the year began for […]

11 Feb 2021

BB Biotech AG – A leading biotech investor

A leading biotech investor BB Biotech is the oldest-established, the largest and, over the longer term, one of the best-performing of the small group of closed-end funds that specialise in the biotech sector. It offers investors a vehicle to gain exposure to a focused portfolio of predominantly-US small-to-mid-cap biotech companies developing therapeutic products, with a […]

11 Feb 2021

BB Biotech AG – Bold Brilliant biotech investor

Bold Brilliant biotech investor BB Biotech is the oldest-established, the largest and, over the longer term, one of the best-performing of the small group of closed-end funds that specialise in the biotech sector. It offers investors a vehicle to gain exposure to a focused portfolio of predominantly-US small-to-mid-cap biotech companies developing therapeutic products, with a […]

11 Feb 2021

BB Biotech AG – Bold Brilliant biotech investor

Bold Brilliant biotech investor Swiss-listed BB Biotech is the oldest-established, the largest and, over the longer term, one of the best-performing of the small group of closed-end funds that specialise in the biotech sector. It offers investors a vehicle to gain exposure to a focused portfolio of predominantly-US small-to-mid-cap biotech companies developing therapeutic products, with […]

05 Feb 2021

Interview with Dean Orrico from Middlefield Canadian Income

In this week’s show, James Carthew talked to Dean Orrico from Middlefield Canadian Income. Watch it again here. If you were looking for QuotedData’s roundup of the week’s news, this is now in the news section – just click here If there is a guest speaker you’d particularly like to hear from, please email us – research@quoteddata.com. […]

05 Feb 2021

QuotedData’s Round the World Webinar series – Europe day playback

On 3rd February 2021, QuotedData hosted the first of four Round the World webinars. This webinar was focused on Europe and included presentations and Q&As from 3 investment companies’ managers, covering markets across Europe. We would like to thank all of our speakers and attendees for joining us. Click on the links below to watch the […]

04 Feb 2021

QuotedData’s Round the World Webinar series – Europe day playback

On 3rd February 2021, QuotedData hosted the first of four Round the World webinars. This webinar was focused on Europe and included presentations and Q&As from 4 investment companies’ managers, covering markets across Europe. We would like to thank all of our speakers and attendees for joining us. Click on the links below to watch the […]

03 Feb 2021

Shires Income – High yield without compromising on returns

High yield without compromising on returns 2020 showed off Shires Income’s (SHRS’s) ability to deliver on its objective. By sourcing income from a wider pool than most of its peers, SHRS’s revenue account held up well relative to the wider UK market, and it managed to produce returns ahead of the average of its peers […]

03 Feb 2021

Shires Income – High yield without compromising on returns

High yield without compromising on returns 2020 showed off Shires Income’s (SHRS’s) ability to deliver on its objective. SHRS’s revenue account held up well relative to the wider UK market, which might be a reflection of it sourcing income from a wider pool than most of its peers. SHRS also managed to produce returns ahead […]

03 Feb 2021

Shires Income – High yield without compromising on returns

High yield without compromising on returns 2020 showed off Shires Income’s (SHRS’s) ability to deliver on its objective. By sourcing income from a wider pool than most of its peers, SHRS’s revenue account held up well relative to the wider UK market, and it managed to produce returns ahead of the average of its peers […]

02 Feb 2021

Strategic Equity Capital – Back to its roots

Back to its roots Since May 2020, Strategic Equity Capital (SEC) has been managed by the public equity team at Gresham House Asset Management. The head of that team, Ken Wotton, became lead-manager of the trust in September, working alongside Adam Khanbhai. The chair of SEC’s investment committee is now Tony Dalwood, SEC’s lead manager […]

02 Feb 2021

Strategic Equity Capital – Back to its roots

Back to its roots Since May 2020, Strategic Equity Capital (SEC) has been managed by the public equity team at Gresham House Asset Management. The head of that team, Ken Wotton, became lead-manager of the trust in September, working alongside Adam Khanbhai. The chair of SEC’s investment committee is now Tony Dalwood, SEC’s lead manager […]

02 Feb 2021

Strategic Equity Capital – Back to its roots

Back to its roots Since May 2020, Strategic Equity Capital (SEC) has been managed by the public equity team at Gresham House Asset Management. The head of that team, Ken Wotton, became lead-manager of the trust in September, working alongside Adam Khanbhai. The chair of SEC’s investment committee is now Tony Dalwood, SEC’s lead manager […]

29 Jan 2021

Interview with Philip Kent from GCP Infrastructure 

In this week’s show, James Carthew talked to Philip Kent from GCP Infrastructure. Watch it again here. If you were looking for QuotedData’s roundup of the week’s news, this is now in the news section – just click here If there is a guest speaker you’d particularly like to hear from, please email us – research@quoteddata.com. The […]

25 Jan 2021

AVI Global Trust – Double discount on quality-focused portfolio

Double-discount on quality-focused portfolio AVI Global Trust (AGT) offers a genuinely different investment approach to those of competing trusts. It also has a good track record of beating its performance benchmark. The manager believes that some well-timed trades and a willingness to look through the current COVID-19 disruption affecting some businesses have helped drive strong […]

25 Jan 2021

AVI Global Trust – Double discount on quality-focused portfolio

Double discount on quality-focused portfolio AVI Global Trust (AGT) offers a genuinely different investment approach to those of competing trusts. It also has a good track record of beating its performance benchmark. Some well-timed trades and a willingness to look through the current COVID-19 disruption affecting some businesses have helped drive strong performance from AGT […]