Why is the Assupol deal important?
ALG Newsletter - Sanlam/Assupol. Read why we believe the Assupol Holdings Limited deal is important. We expect further corporate activity...
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Adam Strydom
Feb 131 min read
Strategic options being considered
Ocean Wilsons Holdings Ltd's (OCN’s), an investment holding company, strategic review remains ongoing. Despite the review and the...
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Adam Strydom
Feb 131 min read
Attractive offering of income and capital growth
MURRAY INTERNATIONAL TRUST PLC's (MYI’s) three managers, Bruce Stout, Martin Connaghan and Samantha Fitzpatrick, have worked closely...
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Adam Strydom
Jan 241 min read
Huge Capacity Increase Follows Capital Infrastructure
HELIOS UNDERWRITING PLC finds itself in a perfect storm of strong valuation support (capital restructure and huge Lloyd's underwriting...
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Adam Strydom
Jan 241 min read
Where is the Growth?
Traditional life assurance growth is constrained in SA as companies increasingly rely on non-traditional SA and non-SA businesses for...
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Adam Strydom
Jan 241 min read
Offering an Attractive Dividend Yield
Princess Private Equity Holding (PEY), an investment holding company domiciled in Guernsey that invests in private equity and has a minor...
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Adam Strydom
Jan 241 min read
H1 Results Confirm Attractive Potential Total Return
Sdcl Energy Efficiency Income Trust PLC (SEEIT) has taken a prudent approach to discount rate adjustments in the period, leading to a...
10
Adam Strydom
Jan 241 min read
Profitability not Fully Rewarded by the Market
ProCredit Holding (PCB), the parent company of a development-oriented group of commercial banks for small and medium enterprises,...
10
Adam Strydom
Jan 241 min read
Continues to Outperfom its Benchmark
VinaCapital Vietnam Opportunity Fund (VOF) posted a one-year NAV TR in US dollars to end-October 2023 of 13.1%, versus 2.8% for the VN...
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Adam Strydom
Jan 241 min read
Q3 NAV and First Sale of Divestment Programme
Foresight Solar Fund (FSFL), one of the UK's biggest renewables investors, achieved record cash generation of £87.8m from its underlying...
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Adam Strydom
Jan 241 min read
Outperformance from Doing what it Says on the Tin
Greg Eckel at Morgan Meighen & Associates (MMA) manages closed-end equity fund, Canadian General Investments, Limited (CGI), with a...
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Adam Strydom
Jan 241 min read
In a Celebratory Mood
MURRAY INCOME TRUST PLC (MUT), an investment trust aiming for high and growing income with capital growth, is currently celebrating two...
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