December 2023
Fund Research
CT Private Equity
CTPE continues to deliver on its unique strategy…
14 Dec
14 Dec
Fund Research
Brown Advisory US Smaller Companies
BASC’s manager believes low valuations may offer a starting point for long-term outperformance…
08 Dec
08 Dec
Fund Research
Schroder Japan
SJG continues its strong run of performance versus both the index and sector...
08 Dec
08 Dec
Fund Research
Impax Environmental Markets
IEM’s portfolio is cheap, and its shares trade on a wide discount…
08 Dec
08 Dec
Fund Research
Templeton Emerging Markets
TEM offers broad exposure to the growth potential in emerging markets…
07 Dec
07 Dec
Fund Research
Baillie Gifford European Growth
BGEU looks exceptionally cheap given the growth potential in the portfolio…
04 Dec
04 Dec
Fund Research
Aberforth Smaller Companies
ASL’s value approach is well placed to capture the potential of a new market era…
01 Dec
01 Dec
November 2023
Fund Research
abrdn Asia Focus
AAS outperforming its benchmark, which is itself beating large-caps index…
30 Nov
30 Nov
Fund Research
Aberforth Split Level Income
ASIT’s managers: Today’s investment opportunity is amongst the best in Aberforth’s 33 years…
29 Nov
29 Nov
Fund Research
MIGO Opportunities
Manager Nick Greenwood argues current investment trust discounts present a once-in-a-generation opportunity…
29 Nov
29 Nov
Fund Research
BBGI Global Infrastructure
BBGI’s conservative and defensive portfolio offers returns directly linked to inflation…
22 Nov
22 Nov
Fund Research
Asia Dragon
DGN’s combination offers numerous advantages, as well as being on a substantial discount…
20 Nov
20 Nov
Fund Research
European Smaller Companies
ESCT’s manager follows the returns not the crowd...
17 Nov
17 Nov
Fund Research
VH Global Sustainable Energy Opportunities
GSEO: Targeting the global energy transition...
14 Nov
14 Nov
Fund Research
NB Private Equity Partners
NBPE is well positioned to take advantage of the changing dynamics in private equity…
13 Nov
13 Nov
Fund Research
F&C Investment Trust
FCIT’s discount may provide an attractive entry point…
13 Nov
13 Nov
Fund Research
BlackRock Greater Europe
BRGE has an outstanding long-term record…
10 Nov
10 Nov
Fund Research
Aurora
ARR’s highly concentrated portfolio sets it apart, but the wider discount merits attention…
08 Nov
08 Nov
October 2023
Fund Research
Alliance Trust
ATST’s core equity strategy continues to deliver in an uncertain environment…
26 Oct
26 Oct
Fund Research
Edinburgh Investment Trust
EDIN has delivered strong outperformance in its first three years under a new manager…
25 Oct
25 Oct
Fund Research
Vietnam Enterprise Investments
Significant political developments may be about to give Vietnamese equities a big boost...
25 Oct
25 Oct
Fund Research
Lindsell Train
LTI is trading at a historically wide discount…
24 Oct
24 Oct
Fund Research
CT UK High Income
CHI offers an attractive yield and a unique strategy that could complement a traditional UK equity income portfolio…
23 Oct
23 Oct
Fund Research
ICG Enterprise
ICGT has posted good interim results, illustrating the resilience of its buyout portfolio…
19 Oct
19 Oct
Fund Research
Mid Wynd International
Introducing MWY’s new management team…
12 Oct
12 Oct
Fund Research
Mobius Investment Trust
MMIT has been the top-performing emerging markets trust over its first five years…
12 Oct
12 Oct
Fund Research
City of London
CTY is an attractive package, backed by 57 years of dividend increases…
11 Oct
11 Oct
Fund Research
BlackRock Latin American
Managers’ ambition to take more active positions has so far paid off…
11 Oct
11 Oct
Fund Research
BH Macro
BHMG’s proposition as a high-quality diversifier remains, yet it trades on a 11% discount to NAV…
05 Oct
05 Oct
Fund Research
CC Japan Income & Growth
CCJI leads the performance tables in Japan over one, three and five years…
05 Oct
05 Oct