A Gateway to an Expanding Equities Universe
Private equity (PE) has established itself as an important asset class for institutional investors globally (to which they often allocate...
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Adam Strydom
Jan 181 min read
Robust Exit Activity in Q123
Deutsche Beteiligungs AG (DBAG) posted a 7% increase in NAV per share in Q123 (ending 31 December 2022), supported by a €23.9m positive...
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Adam Strydom
Jan 181 min read
Capacity Increase Supports Strong Growth
HELIOS UNDERWRITING PLC reported a 27% increase in Lloyd’s of London (Lloyd’s) underwriting capacity for the start of 2023 to £296.6m,...
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Adam Strydom
Jan 181 min read
Income and Outperformance in Uncertain Times
JPMORGAN GLOBAL GROWTH & INCOME PLC (JGGI) invests in long-term structural winners, although in these uncertain times, managers Helge...
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Adam Strydom
Jul 12, 20231 min read
Maintaining a Defensive Tilt
In Edison Group's update on The Bankers Investment Trust PLC (BNKR) in August, Edison updated readers on fund manager Alex Crooke's...
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Adam Strydom
Jun 30, 20231 min read
Comfortable Liquidity Situation
Tetragon Financial Group Limited's (Tetragon’s) NAV declined 1.0% in Q322 and 4.5% in 9M22 in total return terms (compared to declines of...
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Adam Strydom
Jun 30, 20231 min read
Deutsches Eigenkapitalforum (EKF) Financials 2022
The Deutsches Eigenkapitalforum (EKF) is one of the largest investor conferences in Europe, connecting European small and mid-caps,...
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Adam Strydom
Jun 30, 20231 min read
Deutsches Eigenkapitalforum (EKF) 2022
Edison Group has written profiles on 17 companies that will be at EKF 2022, representing innovative businesses from across the consumer,...
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Adam Strydom
Jun 30, 20231 min read
No Light at the End of the Tunnel Yet
In Edison Group's The Henderson Smaller Companies Investment Trust plc (HSL) initiation note in June, it highlighted the strong features...
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Adam Strydom
Jun 30, 20231 min read
Good Opportunity to Revisit an Unloved Asset Class
Templeton Emerging Markets Investment Trust PLC (TEMIT) has experienced a difficult period of performance in recent quarters as investors...
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Adam Strydom
Jun 30, 20231 min read
Increasing Asset Base to Attract Higher Yields
HELIOS UNDERWRITING PLC’s financial assets grew 21% from FY21 and could reach £235m by year-end, benefiting from the 111% increase in...
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Adam Strydom
Jun 30, 20231 min read
Access to Vietnam's Dynamic Growth, at a Discount
Vietnam Enterprise Investments (VEIL) is the largest and oldest Vietnamese equities closed-end fund listed on the London Stock Exchange....
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