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...
SWEF offers a 6% yield and a discount that could close in a recovery…
Down, but not out: JEO has a challenging period of performance in 2020 but we think the double-digit discount presents an opportunity...
With momentum behind ICGT, we anticipate further NAV progress into the financial year end...
Stephen Paice, investment manager of the Baillie Gifford European Growth Trust plc, gives an update on investment philosophy, performance, portfolio positioning and outlook. Capital at Risk.
BEMO is Barings Emerging Europe under a widened mandate offering greater alpha and dividend potential…
Eight charts to guide investors through Europe...
JESC offers investors a structured approach to European small-cap investing at an attractive discount…
OCI reports a strong NAV, up an impressive 14% since 30 June 2020…
With the high street either shut down or harder to get to during the pandemic, consumer habits had to change. Baillie Gifford investment manager Moritz Sitte explores what this means for the future...
With the high street either shut down or harder to get to during the pandemic, consumer habits had to change. In our Short Briefings on Long Term Thinking podcast, Moritz Sitte explores what this m...
FEV offers investors a balanced exposure to European equities, with a strong performance record and dividend yield…
IBT offers a differentiated way to access strong growth prospects at an undemanding valuation...
Kepler’s own twisted genius, Callum Stokeld, offers some ‘long shot’ scenarios for 2021…
We look back at our favourite articles of the year - including a somewhat accurate warning in January that Coronavirus might be 'something to worry about'...
A festive collection of forecasts, theories, and other harmless fictions from our analysts...
BRGE offers a bottom-up European equity portfolio and a strong track record…
OCI’s NAV announcement next month will update investors on what is a potentially high growth portfolio...
BPET has slipped to a meaningful discount, but offers a differentiated strategy that has outperformed equity markets…
EAT offers investors a high level of income from small- and mid-cap companies in Europe…
Presentations and audio from our conference focussed on discount opportunities in the investment trust sector…
