The CG Asset Management (CGAM) team’s focus on medium-to-long-term absolute returns, coupled with its excellent track record has attracted a loyal following of investors. This note describes: CGT : CG Asset Management – Focus on absolute returns CGAM’s business;its investment approach; andtwo of its absolute return funds:Capital Gearing TrustCG Absolute Return...
Jupiter Emerging and Frontier Income (JEFI) is a little over a year old and appears to have got off to a great start. From launch to the end of July 2018, it delivered returns ahead of benchmark indices and competing investment companies. It has met the 4% dividend distribution target...
QuotedData’s Economic round up – August 2018 is a collation of recent insights on markets and economies taken from the comments made by chairmen and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to encourage...
QuotedData’s investment companies roundup – August 2018 is our latest roundup of news; price, NAV and discount movements; flows in and out of the sector and report on full year dividends announced over the month of July 2018. Kindly sponsored by Baillie Gifford. August Investment Companies Roundup Money raised and returned in July...
Strategic Equity Capital - Confident despite short term setback After a strong period of performance in 2017, when Strategic Equity Capital (SEC) beat a strong small cap index by 6%, 2018 has proved more problematic. Short-term performance has been impacted by stock specific price weakness within SEC’s concentrated portfolio (see pages 5-6)....
International biotechnology - Outperformance and income 180719 IBT Initiation QD Under the leadership of its manager, Carl Harald Janson, International Biotechnology Trust (IBT) is building a track record of outperformance of both its benchmark, the Nasdaq Biotechnology Index and the average of its peer group (see page 13 of this note for...
QUARTERLY INVESTMENT COMPANIES ROUNDUP – SECOND QUARTER 2018 Global equities markets rose in the second quarter of 2018, Markets were volatile, as positive economic data and encouraging company performances played off against geopolitical concerns. Yields from bond markets rose early in the quarter but fell back as investors turned to...
Standard Life Private Equity Trust - Putting capital to work - Following on from last year’s compelling returns (an NAV total return of 14.9% and share price total return of 31.9%), Standard Life Private Equity’s (SLPE’s) recent results show a modest NAV total return of 1.5%, over the six months to...
QuotedData’s Economic round up – July 2018 is a collation of recent insights on markets and economies taken from the comments made by chairmen and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to...