September 2023
News
Results analysis: NB Private Equity Partners
NBPE’s private portfolio has contributed to the trust’s performance during the period, while its strong realisation pipeline continues to deliver…
29 Sep
29 Sep
News
Results analysis: BBGI Global Infrastructure
BBGI’s availability-style holdings proved robust in H1…
06 Sep
06 Sep
News
Results analysis: Octopus Renewables Infrastructure
ORIT’s widening discount belies the inexorable march of renewable energy and ORIT’s ability to continue to invest...
26 Sep
26 Sep
News
Results analysis: Brown Advisory US Smaller Companies
BASC has outperformed its benchmark since Brown Advisory took the helm in 2021, but US smaller companies remain undervalued…
21 Sep
21 Sep
News
Results analysis: Middlefield Canadian Income
MCT could benefit from an end to the rate hiking cycle…
20 Sep
20 Sep
News
Results analysis: BH Macro
After a banner year in 2022, 2023 has proved more challenging for BHMG and a wide discount has emerged…
18 Sep
18 Sep
News
Flash update: ThomasLLoyd Energy Impact
TLEI serves notice on manager, board assessing the potential for a re-launch…
15 Sep
15 Sep
News
Results analysis: Vietnam Enterprise Investments
A rebound in H1 makes VEIL’s wide discount look attractive…
14 Sep
14 Sep
August 2023
Flash Update
Flash Update: International Biotechnology Trust
IBT moves to Schroders, with no change to team or process and the prospect of lower costs over time…
03 Aug
03 Aug
News
Results analysis: RIT Capital Partners
RCP’s interims highlight the inherent defensiveness within the portfolio…
01 Aug
01 Aug
July 2023
News
Results analysis: Alliance Trust
ATST delivered strong NAV returns in the first half of the year…
28 Jul
28 Jul
News
Results analysis: Greencoat UK Wind
UKW’s resilient NAV and increased discount rate suggest strong prospective returns…
27 Jul
27 Jul
News
Results analysis: Jupiter Green
JGC delivered positive share price returns, despite a very volatile year…
13 Jul
13 Jul
News
Results analysis: Miton UK MicroCap
MINI’s portfolio of micro-caps is trading on deeply discounted valuations…
11 Jul
11 Jul
May 2023
News
Results analysis: Edinburgh Investment Trust
EDIN has delivered impressive outperformance since the new manager took over in March 2020…
31 May
31 May
News
Results analysis: Henderson European Focus Trust
HEFT: outperformance comes from a pragmatic and flexible approach...
25 May
25 May
News
Results analysis: BlackRock Smaller Companies
BRSC’s historically wide discount may offer an attractive entry point for long term investors…
16 May
16 May
News
Flash update: JPMorgan Global Core Real Assets
JARA’s diversification should bring resilience in troubled markets…
10 May
10 May
April 2023
News
Results analysis: Vietnam Enterprise Investments
VEIL is trading on a wide discount, with the Vietnamese market also looking cheap…
27 Apr
27 Apr
News
Results analysis: NB Private Equity Partners
2022 saw a resilient underlying performance from NBPE’s private investments…
26 Apr
26 Apr
News
Results analysis: BH Macro
2022 was a banner year, but a negative month in March 2023 means BHMG’s premium has subsided…
06 Apr
06 Apr
News
Results analysis: BBGI Global Infrastructure
Last year’s performance shows why BBGI’s inflation linkage is so compelling…
03 Apr
03 Apr
March 2023
News
Results analysis: Alliance Trust
ATST’s 2022 full-year results illustrate that its unique approach to portfolio allocation is paying off…
09 Mar
09 Mar
News
Results analysis: BlackRock World Mining
2022 represented another strong year for BRWM’s NAV and share price…
07 Mar
07 Mar
News
Results analysis: Ashoka India Equity
AIE has continued to deliver strong performance for shareholders…
06 Mar
06 Mar
News
Results analysis: Bellevue Healthcare
A rare discount may prove interesting to long-term investors in BBH…
06 Mar
06 Mar