Edward Marten

Edward Marten

Edward Marten is MD of investor research company QuotedData. They provide free information for investors who find it hard to access high-quality, reliable, equity research on UK and European-listed companies. This is a QuotedData release.

Real Estate Monthly roundup – Jan 2020

December was a good month for listed property companies, with the sector experiencing a bounce following the convincing majority the Conservative party won at the general election. For the second month in a row, estate agency group Countrywide topped the charts for the biggest share price gains. This follows news...

Real Estate Monthly roundup – Dec 2019

November saw a host of companies report interim and full year results with varying outcomes. CLS Holdings, which owns a diverse portfolio split between the UK, Germany and France, gave a positive trading update that outlined its capital recycling programme and asset management initiatives. Its share price rose 14.4% in the month and...

Economic & Political Roundup – Jan 2020

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 you to buy or sell any of...

Investment companies roundup – January 2020

In this issue Performance – Investors closed the year sanguinely, reflected by firmer median market returns compared to NAV returns. A conclusive UK general election result provided a springboard for flows into UK strategies, principally benefitting Aberforth Split Level Income, Chelverton UK Dividend, Montanaro UK Smaller Companies, JPMorgan Smaller Companies, Schroder UK Mid Cap and Downing Strategic Micro-Cap;Discounts/premiums – The narrowing in Schroder...

BlackRock Throgmorton Trust – Look past the short-term noise

Helped by a positive contribution from its short positions, BlackRock Throgmorton (THRG) continues to turn out benchmark-beating returns and leads its peer group, the AIC’s UK Smaller companies sector, over the medium term. A share price return of 46.5% over the year to the end of November is the best...

Vietnam Holding Limited – Silent revolution

Vietnam Holding (VNH) has quietly undergone a major overhaul during the last two years, making it more shareholder-friendly and putting it on a stronger footing (see pages 4 and 5).... Read more However, in a world that is increasingly conscious of corporate responsibilities, it is VNH’s strongly-held environmental, social and...

Sareum Holdings – Tyking over… nicely

Sareum Holdings – Tyking over… nicely Sareum’s investment case centres on the development and potential out-licensing of its two internal, preclinical-stage TYK2/JAK1 inhibitors, which are proceeding towards IND (investigational new drug) filings in 2020. Development of Sareum’s Chk1 inhibitor, SRA737, is ongoing for now, but is likely to see a...

Economic & Political Roundup – Dec 2019

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 you to buy or sell any of...

Investment companies roundup – December 2019

In this issue Following a lacklustre October, risk-appetite rose over November, reflected by both the level of the NAV and price returns as well as the prevalence of growth-focused funds in the tables. Sectorally, biotech strategies had a strong month, led by Biotech Growth and International Biotechnology. It was also a good month for UK...

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