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Investment Companies Research

15 Dec 2020

Polar Capital Technology Trust – “More to go for”

“More to go for” Polar Capital Technology (PCT) appears to have shrugged off the pandemic, delivering returns of over 50% over the 12 months to the end of November 2020 and beating its benchmark by a substantial margin. This just extended a long run of good absolute and relative performance from the trust that has […]

14 Dec 2020

BlackRock Throgmorton – Infectious enthusiasm

Infectious enthusiasm BlackRock Throgmorton Trust (THRG) has shrugged off the effects of COVID and delivered decent returns over 2020. Dan Whitestone, its manager, remains genuinely excited about THRG’s prospects. He has been banging the drum for the trust, encouraging investors to set aside any doubts over the outlook for the UK, and back THRG’s portfolio […]

14 Dec 2020

BlackRock Throgmorton – Manager genuinely excited

Manager genuinely excited BlackRock Throgmorton Trust’s (THRG’s) share price has recovered from the effects of COVID-19 and delivered decent returns over 2020. Dan Whitestone, its manager, remains genuinely excited about THRG’s prospects. He has been banging the drum for the trust, encouraging investors to set aside any doubts over the outlook for the UK, and […]

14 Dec 2020

BlackRock Throgmorton – Infectious enthusiasm

Infectious enthusiasm BlackRock Throgmorton Trust (THRG) has shrugged off the effects of COVID-19, which triggered sharp falls in markets in March, and delivered decent returns over 2020. Dan Whitestone, its manager, remains genuinely excited about THRG’s prospects. He has been banging the drum for the trust, encouraging investors to set aside any doubts over the […]

11 Dec 2020

Interview with Steve Cook of Sequoia Economic Infrastructure Income

In this week’s show, James Carthew talked to Steve Cook of Sequoia Economic Infrastructure 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. […]

09 Dec 2020

JP Morgan Japanese Investment Trust – Strength to strength

Strength to strength QuotedData’s initiation note on JPMorgan Japanese Investment Trust (JFJ) focused on the trust’s performance record relative to its benchmark and competing trusts. Over the past few months, it has extended this record. In addition, JFJ’s discount has narrowed significantly, further boosting returns to shareholders. JFJ’s managers are optimistic about the future for […]

09 Dec 2020

JP Morgan Japanese Investment Trust – Strength to strength

Strength to strength Our initiation note on JPMorgan Japanese Investment Trust (JFJ) focused on the trust’s impressive performance record relative to its benchmark and competing trusts. Over the past few months, it has extended this record. In addition, JFJ’s discount has narrowed significantly, further boosting returns to shareholders. JFJ’s managers are optimistic about the future […]

09 Dec 2020

JP Morgan Japanese Investment Trust – Strength to strength

Strength to strength Our initiation note on JPMorgan Japanese Investment Trust (JFJ), published in September this year, focused on the trust’s impressive performance record relative to its benchmark and competing trusts. Over the past few months, it has extended this record. In addition, JFJ’s discount to NAV has narrowed significantly, further boosting returns to shareholders. […]

08 Dec 2020

QuotedData’s ESG Conference – week 3 Governance day playback

On the 8th December QuotedData hosted the last of three ESG focused webinars. This Governance webinar included presentations and Q&As from 4 investment companies’ managers focused on targeting underlying companies actively improving corporate governance practices and addressing inequality. We would like to thank all our speakers and our attendees for joining us. Click below to watch the presentations. David […]

04 Dec 2020

Interview with Denis Jackson and James Henderson of Law Debenture

In this week’s show, James Carthew talked to Denis Jackson and James Henderson of Law Debenture 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 […]

04 Dec 2020

Henderson High Income Trust – Robust high yield

Robust high yield Henderson High Income’s (HHI‘s) dividend income proved relatively resilient in the face of COVID-19. Its manager says that it will likely dip into its revenue reserves to maintain its dividend this year and perhaps next, but having avoided the worst of the crisis, HHI manager David Smith sees little danger of these […]

04 Dec 2020

Henderson High Income Trust – Robust high yield

Robust high yield Henderson High Income’s (HHI‘s) dividend income proved relatively resilient in the face of the COVID-19 pandemic. Because of the widespread dividend cuts that afflicted the UK market, HHI will likely dip into its revenue reserves to maintain its dividend this year and perhaps next. However, having avoided the worst of the crisis, […]

04 Dec 2020

Henderson High Income Trust – Robust high yield

Robust high yield Henderson High Income’s (HHI‘s) dividend income proved relatively resilient in the face of COVID-19. It will likely dip into its revenue reserves to maintain its dividend this year and perhaps next, but having avoided the worst of the crisis, HHI manager David Smith sees little danger of these being exhausted. HHI is […]

01 Dec 2020

QuotedData’s ESG Conference – week 2 Social day playback

On the 1st December QuotedData hosted the second of three ESG focused webinars. This Social webinar included presentations and Q&As from 4 investment companies’ managers focused on offering social solutions such as housing for the homeless or those with specialist care requirements. We would like to thank all our speakers and our attendees for joining us. Click below to […]

27 Nov 2020

Interview with Nicholas Weindling of JPMorgan Japanese

In this week’s show, James Carthew talked to Nicholas Weindling, manager of JPMorgan Japanese 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. […]

25 Nov 2020

Alliance Trust – A trust for all seasons

A trust for all seasons Alliance Trust (ATST) underwent a major overhaul three and a half years ago, refocusing on its global equity portfolio. Non-core parts of the company have been sold and overheads slashed. Today, the trust’s assets are managed by nine of the world’s best stock pickers. Investing sustainably is a strong theme […]

25 Nov 2020

Alliance Trust – A trust for all seasons

A trust for all seasons Alliance Trust (ATST) underwent a major overhaul three and a half years ago, refocusing on its global equity portfolio. Non-core parts of the company have been sold and overheads slashed. Today, the trust’s assets are managed by what the manager believes are nine of the world’s best stock pickers. Investing […]

25 Nov 2020

Alliance Trust – A trust for all seasons

A trust for all seasons Alliance Trust (ATST) underwent a major overhaul three and a half years ago, refocusing on its global equity portfolio. Non-core parts of the company have been sold and overheads slashed. Today, the trust’s assets are managed by nine of the world’s best stock pickers. Investing sustainably is a strong theme […]

24 Nov 2020

QuotedData’s ESG Conference – week 1 Environmental day playback

On the 24th November QuotedData hosted the first of three ESG focused webinars. This Environmental webinar began with an overview from the AIC on the growth of ESG in the sector and was followed by presentations and Q&As from 3 investment companies’ managers focused on providing renewables solutions such as wind farms, solar power and energy […]

23 Nov 2020

Tritax EuroBox – Boxing clever

Boxing clever The COVID-19 pandemic has accelerated trends in online retailing, to the benefit of the European logistics market, in which Tritax EuroBox (EBOX) is a leading player. Demand for logistics space is growing exponentially, while supply of existing and new stock is depleted. This dynamic is even more acute in prime locations close to […]

23 Nov 2020

Tritax EuroBox – Boxing clever

Boxing clever The COVID-19 pandemic has accelerated trends in online retailing, to the benefit of the European logistics market, in which Tritax EuroBox (EBOX) is a leading player. Demand for logistics space is growing rapidly, while supply of existing and new property is dwindling. This supply-demand imbalance is even more acute in prime locations close […]

23 Nov 2020

Tritax EuroBox – Boxing clever

Boxing clever The COVID-19 pandemic has accelerated trends in online retailing, to the benefit of the European logistics market, in which Tritax EuroBox (EBOX) is a leading player. Demand for logistics space is growing rapidly, while supply of existing and new property is dwindling. This supply-demand imbalance is even more acute in prime locations close […]

20 Nov 2020

Interview with Fran Radano of North American Income Trust

In this week’s show, James Carthew talked to Fran Radano, manager of North American Income Trust (NAIT) 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 […]

20 Nov 2020

Downing Renewables and Infrastructure Trust – Targeting attractive and sustainable income returns

IMPORTANT INFORMATION NB: Marten & Co has been paid to prepare this note on behalf of Downing Renewables and Infrastructure Trust Plc. This is a marketing communication and not a prospectus. The note is based upon publicly available information and information provided to us by Downing Renewables and Infrastructure Trust Plc and should be read […]

20 Nov 2020

Downing Renewables and Infrastructure Trust – Targeting attractive and sustainable income returns

IMPORTANT INFORMATION NB: Marten & Co has been paid to prepare this note on behalf of Downing Renewables and Infrastructure Trust Plc. This is a marketing communication and not a prospectus. The note is based upon publicly available information and information provided to us by Downing Renewables and Infrastructure Trust Plc and should be read […]

19 Nov 2020

Jupiter Emerging & Frontier Income – Underappreciated emerging and frontier income access

Underappreciated emerging and frontier income access Jupiter Emerging & Frontier Income (JEFI) offers unique access to well-positioned emerging and frontier market companies in many countries where economic activity has largely returned to normal. Perhaps for the first time, companies based in the likes of Taiwan, South Korea, and even Kenya can arguably have greater confidence […]

19 Nov 2020

Jupiter Emerging & Frontier Income – Underappreciated emerging and frontier income access

Underappreciated emerging and frontier income access Jupiter Emerging & Frontier Income (JEFI) offers unique access to what its manager considers to be well-positioned emerging and frontier market companies in many countries where economic activity appears to have largely returned to normal. Perhaps for the first time, companies based in the likes of Taiwan, South Korea, […]

19 Nov 2020

Jupiter Emerging & Frontier Income – Underappreciated emerging and frontier income access

Underappreciated emerging and frontier income access Jupiter Emerging & Frontier Income (JEFI) offers unique access to well-positioned emerging and frontier market companies in many countries where economic activity has largely returned to normal. Perhaps for the first time, companies based in the likes of Taiwan, South Korea, and even Kenya can arguably have greater confidence […]