As our event focussed on discounts approaches, we update our portfolio of discount opportunities and review discounts across the wider IT universe…
Investing in global tech, PCT targets global leaders at favourable points in their development cycle…
ESG has moved from hippy pipe-dream to corporate mainstream, but what is it really and where do we see opportunities?
JARA has fully invested initial IPO proceeds which will generate a yield of c. 5%…
Oakley Capital (OCI) trades on a 28% discount despite the majority of its portfolio companies showing resilience to COVID...
Slides and audio from our event focused on alternative routes to a reliable income…
Seeking to achieve total returns of CPI +6% p.a., SIGT invests on a multi-asset basis with a value approach...
TPOU’s portfolio has been pivoted year to date, and with renewed focus from board and manager, the discount of 23% looks anomalous…
ADIG offers a high yield from a portfolio of alternative assets...
View the presentation and listen to the audio from our 'Alternatives for Income Investors' event on 29 September...
View the presentation and listen to the audio from our 'Alternatives for Income Investors' event on 29 September...
AVI Global’s growth characteristics shouldn’t be underestimated, yet it trades on a “double discount” of c. 45%...
WTAN has had a challenging 2020, but a refreshed line-up of managers makes the 7.8% discount potentially attractive…
With Income and Growth shares, the BMO Managed portfolio offers different solutions to investors with different objectives through investment in a diversified portfolio of investment companies...
Improving performance in 2020 and a historically wide discount that values the holding in MAM at zero offer an attractive entry point...
Our analysis suggests that asset management businesses owned by the trusts they manage are on less demanding valuations than their listed equivalents...
Board proposals would see NBLS transformed into a high-income, monthly dividend payer…
Reporting results for the six months ending June 2020, IEM has continued to attract new investors even during the Coronavirus crisis and could soon face capacity constraints…
HICL offer institutional quality infrastructure assets, delivering an attractive income...
In this article, we assess whether the recent shift to concentrated portfolios has been beneficial or detrimental during corrections…
We examine proposals for a monthly income and a far broader remit for NB Global Floating Rate Income fund…
MYI offers capital growth and an attractive level of income through an equity and fixed income portfolio of global companies…
Using a diverse array of investment trust strategies, MIGO seeks to build a portfolio of trusts with significant embedded value...
One of the most exciting trusts in the Global sector, MNP offers a concentrated portfolio of growth opportunities…
Transformational changes, together with a reaffirmed dividend target, mean BERI’s discount could be an attractive entry point…
Join the team behind the global growth giant for an online investor forum in July...
Targeting a 4% income yield, MATE invests across several asset classes...
Strong demand for IEM’s unique offering, means it continues to issue shares and grow...
