For the duration of the current crisis we'll be publishing recordings of dial-ins and webcasts wherever they are available...
The coronavirus is playing havoc with the markets as well as our health and well-being. Billions are being wiped off share prices in the short term. Companies are coming under fiscal pressure very ...
Discounts have yawned across trusts investing in private companies, but appearances can be deceptive and as COVID-19 unfolds it pays to take care…
SDP is the standout Asia Pacific trust over ten years…
Smithson invests in a concentrated portfolio with a disciplined process focusing on the highest quality businesses in the small and mid-cap market...
As global markets have suffered in 2020, Brazilian stocks have been no exception. Could this be a good time to consider buying?
The team behind Polar Capital's Global Financials Trust think valuations among banking stocks could be an outstanding entry point...
SOI offers access to the exciting dividend growth story in Asia…
AUGM has a unique private-fintech mandate, currently trading on a 50% discount to historical NAV…
With a strong track record for capital appreciation and income, the past five years haven’t seen any better opportunities to enter SAINTS…
In light of recent unprecedented global market events, the Board and the Manager wish to provide an update to shareholders on activity within the portfolio...
In this very challenging time, an update from the Company’s portfolio manager is set out...
Our ‘best laid plans’ have somewhat ‘gang aglay’ since the KTI team put forward its best ideas for 2020 in early January…
For the duration of the current crisis we'll be publishing a diary of dial-ins, webcasts and conferences which are scheduled in the next few weeks - allowing you to attend remotely...
We ask whether the brave should be raising their allocation to Asia...
James Goldstone outlines why they advocate for proper and effective corporate governance and sustainable business practices within the Invesco UK Equities team...
A well established equity income fund with a strong emphasis on the sustainability of dividends and a cautious approach to the prevailing macro environment...
We update our shortlist of discount opportunities...
JMF uses quant research and fundamental analysis to take advantage of investor psychology and market inefficiencies...
Ciaran Mallon, UK Equites Fund Manager, describes his investment philosophy and why it’s more about picking the shares that go in the portfolio than about taking big economic views...
JII owns a portfolio of high-quality companies benefitting from India’s dramatic secular development…
Oakley Capital Investments (OCI) released a strong set of results this morning, delivering shareholder returns of 56% over the year to Dec 31, 2019...
Our analysis shows that the impact of dividend contributions on long term returns is anything but trivial...
Whilst the shape of the UK economy shouldn’t be the defining factor to a firm’s share price performance over time, it can certainly make a difference to the smoothness of the ride. Jonathan Brown a...
JAGI has generated significant outperformance in recent years and offers an attractive yield…
TFIF is a rare way to access a high-yielding asset class…
Audio and presentations from our spring conference at The May Fair Hotel last week…
With safe haven bonds reaching record low yields and the outlook hard to read, funds betting on volatility could benefit...
ASEI targets above-average income and capital growth with an index-agnostic approach...
We examine the relationship between stock market and GDP growth, before debating the case for an allocation to Asia...
