February 2022
Features
Baillie Gifford European Growth Trust - Manager Insights
Moritz Sitte, co-manager of the Baillie Gifford European Growth Trust, gives an update on investment philosophy, portfolio activity and positioning, and outlook...
18 Feb
18 Feb
Fund Research
Henderson European Focus Trust
HEFT’s stylistic balance has allowed it to outperform over myriad market environments, yet it trades at an attractive discount…
02 Feb
02 Feb
Fund Research
European Assets
EAT has the return profile of a high-quality growth portfolio and the highest yield of any European trust…
01 Feb
01 Feb
January 2022
News
Flash update: Oakley Capital Investments
OCI reports very strong NAV growth, up 21% (or 95p per share) since 30 June…
27 Jan
27 Jan
Fund Research
Baillie Gifford European Growth
BGEU offers investors an attractive option for European growth investing, combining listed and unlisted opportunities…
19 Jan
19 Jan
December 2021
News
Results analysis: Henderson European Focus Trust
HEFT has delivered solid NAV returns this year, and shareholder returns have been buoyed by a closing discount…
08 Dec
08 Dec
Fund Research
BlackRock Greater Europe
BRGE continues to rank as the best performing European trust, with the team remaining unphased by near-term market risks…
29 Dec
29 Dec
Fund Research
JPMorgan Russian Securities
If high energy prices continue, the Russian Motherland could be a mother lode for investors…
15 Dec
15 Dec
Fund Research
Oakley Capital Investments
OCI’s historic NAV potentially belies progress made by its underlying companies...
14 Dec
14 Dec
October 2021
Replay
Slides and Audio: Henderson EuroTrust
Download the presentation and listen to the audio from our 'Now that's what I call a discount!' Autumn conference on 30 September...
06 Oct
06 Oct
Replay
Slides and Audio: ICG Enterprise
Download the presentation and listen to the audio from our 'Now that's what I call a discount!' Autumn conference on 30 September...
06 Oct
06 Oct
Fund Research
International Biotechnology
IBT remains differentiated to peers, offering exposure to the explosive potential of innovation in healthcare...
13 Oct
13 Oct
Fund Research
European Opportunities
After a torrid 2020, JEO is currently on track to deliver outperformance of the benchmark once again…
13 Oct
13 Oct
September 2021
Strategy
What next for European equities?
After a strong period for European equity markets, we ask whether this trend can continue…
09 Sep
09 Sep
Events
Now that's what I call a discount 2021!
For the second year running we examine trusts on discounts which, in our view, don't make sense...
23 Sep
23 Sep
Fund Research
JPMorgan European Discovery
JEDT’s shares are trading at the widest discount of any European trust…
01 Sep
01 Sep
News
Results analysis: Oakley Capital Investments
OCI provides more detail on the drivers behind its strong NAV performance and repeatable investment process...
10 Sep
10 Sep
June 2021
Fund Research
Oakley Capital Investments
OCI’s capital markets day provided valuable insight into opportunity...
29 Jun
29 Jun
Fund Research
BlackRock Greater Europe
BRGE offers investors an unconstrained approach to European equities and has generated sector-leading performance…
10 Jun
10 Jun
Fund Research
Henderson European Focus Trust
HEFT offers investors flexible exposure to Europe, with a current tilt toward value supporting the potential for returns…
10 Jun
10 Jun
May 2021
Head to Head
Stand and deliver
Is a high OCF daylight robbery or should investors keep calm and carry on? Our analysts debate the perennial question…
26 May
26 May
Features
Europe’s digital ambitions
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 Baillie Gifford European Growth Trust.
21 May
21 May
News
Results analysis: Henderson European Focus Trust
HEFT is positioned for the next leg of Europe’s pandemic recovery, having outperformed its benchmark over the last six months…
27 May
27 May
Fund Research
International Biotechnology
IBT has had a change of management - but no change of strategy…
20 May
20 May