Initial Signs of Stabilisation in H223
Molten Ventures released its FY23 trading update (to end-March 2023), with its NAV per share down c 17% in FY23 to c 775p. That said, it...
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Adam Strydom
Jan 181 min read
Higher Dividends for the Last 41 Years
Simon Gergel at Allianz Global Investors has managed The Merchants Trust PLC(MRCH), a large British investment trust dedicated to...
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Adam Strydom
Jan 181 min read
Navigating Challenging Times
Tetragon Financial Group Limited published its annual results on 3 March, posting a 1.0% net asset value (NAV) per share total return...
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Adam Strydom
Jan 181 min read
Mind the Gap - It May Close Soon
Vietnam Enterprise Investments (VEIL) is the UK’s largest and oldest listed Vietnamese equities closed-end fund. Despite Vietnam’s bright...
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Adam Strydom
Jan 181 min read
Companies' Operational Strength Not Priced In
Utilico Emerging Markets Trust's (UEM’s), UK closed-end investment trust, manager Charles Jillings, at value-focused ICM Group, is...
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Adam Strydom
Jan 181 min read
Amping Up: Growth in Capital and Income Ahead
Gresham House Energy Storage Fund (GRID) is the largest UK fund investing in utility-scale battery energy storage systems in Great...
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Adam Strydom
Jan 181 min read
Focus on High-Conviction Plays to Drive Returns
IP Group plc's, intellectual property business investing in technology companies, NAV per share came in at 132.9p at end 2022, down 20%...
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Adam Strydom
Jan 181 min read
Standing the Test
The Law Debenture Group's (LWDB) investment objective is to achieve long-term capital growth in real terms and steadily increasing...
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Adam Strydom
Jan 181 min read
Reducing NAV but Focusing on Income
Ahead of interim results for the six months ended 31 December 2022 (H123), Supermarket Income REIT (SUPR) has reported its externally...
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Adam Strydom
Jan 181 min read
Key Takeaways from the 2023 Capital Markets Day
At its capital markets day (CMD) Molten Ventures highlighted its successful growth since it listed in 2016, having grown its gross...
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Adam Strydom
Jan 181 min read
Powering On
Gresham House Energy Storage Fund (GRID) invests in utility-scale battery energy storage systems (BESS) in Great Britain and Ireland. The...
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Adam Strydom
Jan 181 min read
So Far So Good
abrdn Private Equity Opportunities Trust (APEO) reported a robust 14.1% NAV total return (TR) in FY22 (ended September), as underlying...
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