November 2023
Features
Scottish Mortgage: The valuation process for private companies
When valuing private companies, we don’t let investment managers mark their own homework. From a separate valuation team to independent auditors, multiple layers of independent review and approval form a robust approach that does not include the investment managers...
10 Nov
10 Nov
News
Results analysis: International Biotechnology Trust
IBT has delivered strong outperformance in a tough environment...
10 Nov
10 Nov
October 2023
Strategy
We’re going to need a bigger boat…
We argue corporate activity is picking up, making the investment trust sector an exciting place to invest…
25 Oct
25 Oct
Strategy
To gear, or not to gear...
We examine the impact that rising rates have had on fund managers' appetite for gearing as a means to spice up returns...
04 Oct
04 Oct
Features
Microsoft reloaded: how Satya Nadella revitalised the tech titan
Satya Nadella has restored the Windows maker’s sparkle. Malcolm MacColl, deputy manager of The Monks Investment Trust, tells Leo Kelion how the far-sighted chief executive turned the tech titan around...
27 Oct
27 Oct
Features
Scottish Mortgage: What are the myths of private company investing?
Ben James, James Yuill and Rachael Callaghan pull apart three myths of private company investing that could be skewing your view of what it is...
20 Oct
20 Oct
Features
Monks Investment Trust manager insights
Investment manager Malcolm MacColl discusses recent performance, portfolio positioning and how the team considers three earnings growth profiles in stock selection...
06 Oct
06 Oct
Fund Research
Alliance Trust
ATST’s core equity strategy continues to deliver in an uncertain environment…
26 Oct
26 Oct
Fund Research
Lindsell Train
LTI is trading at a historically wide discount…
24 Oct
24 Oct
Fund Research
Mid Wynd International
Introducing MWY’s new management team…
12 Oct
12 Oct
September 2023
Features
Scottish Mortgage: What is private company investing? And how do we do it?
We call it private companies, not private equity, for a reason. Discover what private company investing is, and why we believe there isn’t a need to draw a hard line between privately-owned and publicly-listed companies...
29 Sep
29 Sep
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
Fund Research
JPMorgan Global Growth & Income
JGGI has delivered consistently strong performance across multiple time periods…
29 Sep
29 Sep
Fund Research
AVI Global
AGT is trading at its widest ‘double discount’ since the great financial crisis…
26 Sep
26 Sep
Fund Research
HgCapital
Private equity trust with narrow focus, but interims show portfolio’s underlying resilience...
22 Sep
22 Sep
Fund Research
HarbourVest Global Private Equity
HVPE’s diversification plays to its long-term strengths…
21 Sep
21 Sep
Fund Research
Octopus Renewables Infrastructure
ORIT: renewables diversified across stage, technology, and geography…
20 Sep
20 Sep
Fund Research
Martin Currie Global Portfolio
MNP’s Zehrid Osmani believes stocks exposed to AI have room to run…
13 Sep
13 Sep
Fund Research
CT Global Managed Portfolio
Attractive valuations across growth markets offer a good opportunity for CMPG/CMPI investors…
07 Sep
07 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
August 2023
Strategy
Halfway there…investing on a prayer
We provide an update on our picks for 2023 and see which analysts' prayers are being answered…
23 Aug
23 Aug
Features
Scottish Mortgage manager insights: Tom Slater on embracing discomfort
The market’s enthusiasm for predictability is not in shareholders’ best interests. Tom Slater explains why Scottish Mortgage will not follow the crowd in its pursuit of long-term returns...
18 Aug
18 Aug
Features
Finding sustainable dividend growth in turbulent markets
As SAINTS celebrates its 150th anniversary, Citywire’s Kathrin Schindler speaks to the trust’s co-manager James Dow about portfolio positioning, what influences the stock-picking process and the outlook for the year ahead...
08 Aug
08 Aug
Features
Connecting with Brazilian change-makers tackling social problems
Keystone Positive Change Investment Trust’s Ed Whitten meets Brazilian firms seeking social impact and growth, as well as some of their customers...
07 Aug
07 Aug
Features
Scottish Mortgage on investing in private companies
Private companies offer some of the most exciting growth opportunities available. But as Scottish Mortgage’s deputy manager Lawrence Burns explains, that’s only one of four key reasons the Trust invests in them...
07 Aug
07 Aug
Fund Research
Personal Assets
PNL’s multi-asset portfolio may provide a safe haven in a volatile market…
22 Aug
22 Aug
Fund Research
Brunner
BUT’s all-weather portfolio has consistently generated strong performance…
22 Aug
22 Aug
Fund Research
Allianz Technology Trust
ATT offers stock selection prowess in a high growth sector, yet is trading at a wide discount…
18 Aug
18 Aug