UK Market is 'a Stock Picker's Dream'
The Merchants Trust PLC (MRCH) has been managed by Simon Gergel at Allianz Global Investors for the last 17 years. He describes the...
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Adam Strydom
Jan 241 min read
Remaining Selective in Search for Quality Growth
BLACKROCK GREATER EUROPE INVESTMENT TRUST PLC (BRGE) manager Stefan Gries seeks high-quality growth stocks that he can hold for the long...
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Adam Strydom
Jan 241 min read
Interim Results Deliver Long-Awaited Upswing
HELIOS UNDERWRITING PLC reported H123 EPS of 5.7p, a meaningful turnaround from a 4.4p loss in H122 and a 4.9p loss in FY22. It benefited...
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Adam Strydom
Jan 241 min read
Seizing 'Buy-And-Build' Opportunities
HgCapital Trust plc (HGT), UK based investment company, delivered a 4.6% NAV TR in H123, with its performance continuing to be mostly...
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Adam Strydom
Jan 221 min read
Detailed Look at the Deeptech Portfolio
IP Group plc has built a commendable portfolio of businesses developing breakthrough technologies, with an aggregate value of more than...
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Adam Strydom
Jan 221 min read
Highest Total Return Versus Peers Over Three Years
BRUNNER INVESTMENT TRUST PLC(THE) (BUT’s) two co-managers, Christian Schneider (deputy CIO global growth) and Julian Bishop (global...
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Adam Strydom
Jan 221 min read
Investing in the Rapidly Approaching Future
The managers of Baillie Gifford US Growth Trust (USA), Gary Robinson and Kirsty Gibson, aim to invest in exceptional US businesses with...
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Adam Strydom
Jan 221 min read
Business as Usual at Murray International
The board of MURRAY INTERNATIONAL TRUST PLC (MYI), a large British investment trust dedicated to investments in worldwide equities, has...
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Adam Strydom
Jan 221 min read
A Balanced Trust Targeting a Wolrd-Beating Market
J.P. Morgan European Discovery Trust (JEDT) invests in European small-cap companies (excluding UK), with the aim of providing...
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Adam Strydom
Jan 221 min read
Energy and Efficiency as a Service
Sdcl Energy Efficiency Income Trust (SEEIT) is an investment trust focused on delivering energy and energy efficiency as a decentralised...
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Adam Strydom
Jan 221 min read
On Track to Meet FY23 Guidance
Deutsche Beteiligungs AG (DBAG) posted a 20% NAV total return in the nine months to end-June 2023, thereby recouping the valuation loss...
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Adam Strydom
Jan 191 min read
Valuation Opportunities in Quality UK Small Caps
The Henderson Smaller Companies Investment Trust plc (HSL) is managed by Neil Hermon, who has been at the helm for more than 20 years....
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