IBT remains differentiated to peers, offering exposure to the explosive potential of innovation in healthcare...
After a torrid 2020, JEO is currently on track to deliver outperformance of the benchmark once again…
BPET currently seems to be in a private equity sweet spot, potentially making its discount attractive…
Download the presentation and listen to the audio from our 'Now that's what I call a discount!' Autumn conference on 30 September...
Download the presentation and listen to the audio from our 'Now that's what I call a discount!' Autumn conference on 30 September...
For the second year running we examine trusts on discounts which, in our view, don't make sense...
OCI provides more detail on the drivers behind its strong NAV performance and repeatable investment process...
After a strong period for European equity markets, we ask whether this trend can continue…
SWEF’s managers describe ‘the strongest pipeline of opportunities since inception'...
JEDT’s shares are trading at the widest discount of any European trust…
OCI’s capital markets day provided valuable insight into opportunity...
BRGE offers investors an unconstrained approach to European equities and has generated sector-leading performance…
HEFT offers investors flexible exposure to Europe, with a current tilt toward value supporting the potential for returns…
HEFT is positioned for the next leg of Europe’s pandemic recovery, having outperformed its benchmark over the last six months…
Is a high OCF daylight robbery or should investors keep calm and carry on? Our analysts debate the perennial question…
European companies have quietly built up some of the world’s largest digital platforms for ecommerce. The next stage will be anything but quiet say Stephen Paice and Moritz Sitte, joint managers of...
IBT has had a change of management - but no change of strategy…
EAT offers the enviable combination of sector-leading yield with good long-term returns driven by European small caps…
JRS offers high return potential in a global recovery…
BPET’s strong 2020 and the recent sale of Dotmatics highlights the attractive returns private equity can generate…
2020 was a treacherous time for companies, but it showed the importance of capable management teams, a strong market position and resilient growth, says Stefan Gries, Co-Manager of the BlackRock Gr...
The results for the year ending 31/12/20 show resilience during the pandemic and the shares look good value at an 18% discount to NAV…
The results for the year ending 31/12/2020 reaffirm that OCI offers exposure to resilient growth businesses...
Active re-positioning around the COVID-19 recovery means HNE continues to widen its outperformance….
Download the presentation and listen to the audio from our 'Ideas for your ISA' Spring Conference on 04 March...
Download the presentation and listen to the audio from our 'Ideas for your ISA' Spring Conference on 03 March...
Download the presentation and listen to the audio from our 'Ideas for your ISA' Spring Conference on 02 March...
Download the presentation and listen to the audio from our 'Ideas for your ISA' Spring Conference on 02 March...
