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.

Sareum Holdings – Potential strategy in COVID-19

Sareum Holdings – Potential strategy in COVID-19

The pandemic presents Sareum with an unexpected opportunity to test its lead TYK2 inhibitor, SDC-1801, in COVID-19. Such a move would require external funding, but this could accelerate clinical development timelines and catalyse a substantial increase in value for the company. Meanwhile, the recent £1m fundraising allows Sareum to advance...

Ecofin Global Utilities and Infrastructure Trust – Resilient income

Ecofin Global Utilities and Infrastructure Trust – Resilient income

Investors in search of income have been hit hard by the COVID-19 crisis. Bond yields and interest rates have tumbled, and dividend cuts have proliferated. By contrast, the companies in Ecofin Global Utilities and Infrastructure Trust’s (EGL’s) portfolio have proved relatively resilient. In addition, when paying its dividend, EGL is...

Investment Companies Guide – 2020

The NEW QuotedData Investment Companies Guide (2nd Edition) has been released. Building on the success of last year’s publication and updated to reflect developments within the Investment Company sector, the Guide reaches over 100,000 self-directed investors and their advisers.. Read more Partnership approach The guide has been supported by sponsors including...

Real Estate Roundup – June 2020

Real Estate Roundup – June 2020

In this issue Performance - Shares in property companies took another turbulent turn during May as the covid-19 pandemic continued to wreak havoc on property assets. Valuation moves - Results season is in full swing and saw many companies report net asset value moves. Corporate activity - There was a...

Economic & Political Roundup – June 2020

Economic & Political Roundup – June 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 – June 2020

Investment Companies Roundup – June 2020

As part of our commitment to providing Investment Research, we have published our regular monthly update on the Global Economy & Listed Investment Companies. In this issue Performance – The ongoing impact of stimulus and the easing in lockdowns reinforced the rally over May. Cyclical sectors that had been battered,...

India Capital Growth continuation vote

India Capital Growth will hold an extraordinary general meeting on 12 June 2020, in Guernsey, where shareholders will be asked whether they want the fund to continue. The board undertakes a performance assessment every three years and a vote on the trust’s continued existence is put to shareholders only in the event that either...

GCP Infrastructure – Rebased dividend

GCP Infrastructure – Rebased dividend

GCP Infrastructure will be 10 years old in a few weeks. Since 2012, it has paid a stable 7.6p per year dividend backed largely by UK public sector cashflows and achieved modest growth in net asset value (NAV). The yield premium that GCP delivers relative to UK government debt securities...

India Capital Growth – Needs more time

India Capital Growth – Needs more time

India Capital Growth’s (IGC’s) board is asking investors to back a continuation vote scheduled for 12 June 2020 and it is important that shareholders make their vote count. COVID-19 has depressed valuations to levels not seen since the financial crisis. The managers see substantial upside when market confidence returns and...

Vietnam Holding Limited – Early mover advantage

Vietnam Holding Limited – Early mover advantage

The covid-19 pandemic is having a devastating impact on the global economy and, while they have recovered from their lows, financial markets remain depressed. Emerging markets have been at the sharp end of these moves but Vietnam, which was quick and tenacious in its response to the outbreak of the...

JLEN Environmental Assets – Reliable source of income

JLEN Environmental Assets – Reliable source of income

It is hard to gauge the true extent of the damage that the pandemic is inflicting on the global economy, but already many companies have been forced to reduce or suspend dividends. For investors reliant on income, the renewable infrastructure sector offers some sense of security. JLEN Environmental Assets Group’s...

Polar Capital Technology – Confidence building

Polar Capital Technology – Confidence building

After a brief period of extreme volatility in stock markets related to the coronavirus COVID-19 outbreak, confidence is returning in the technology sector. Shareholders seem to appreciate that the sector is well-placed to weather the disruption caused by measures that are being used to fight the pandemic. Polar Capital Technology...

Real Estate Roundup – May 2020

Real Estate Roundup – May 2020

In this issue Performance - Following two months of heavy falls as the covid-19 pandemic took hold and the UK was put on lockdown, many property companies saw a bounce in their share price in April, although not enough to recover the losses since the crisis hit. Valuation moves -...

Economic & Political Roundup – May 2020

Economic & Political Roundup – May 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 – May 2020

Investment Companies Roundup – May 2020

As part of our commitment to providing Investment Research, we have published our regular monthly update on the Global Economy & Listed Investment Companies. In this issue Performance – Small-cap strategies performed particularly well, while Gold is seen as a hedge against the monetary debasing taking placing, as central banks provide...

Real Estate Quarterly Roundup – First Quarter 2020

Real Estate Quarterly Roundup – First Quarter 2020

Covid chaos The covid-19 pandemic has had a devastating effect on the share price of property companies, with 31% wiped off the value of their total market capitalisation during the first quarter of 2020. Companies focused on the retail, leisure and hospitality property sectors were particularly badly affected as the...

Investment Companies Quarterly Review – First Quarter 2020

Investment Companies Quarterly Review – First Quarter 2020

Unprecedented times We have knitted together the impact on the investment companies from what is now widely considered to be the most severe pandemic in a century. The collapse in asset prices over the latter part of March, brought the curtain down on an up-market that lasted more than ten...

Strategic Equity Capital – Focused on fundamentals

Strategic Equity Capital – Focused on fundamentals

Just a couple of months ago, Strategic Equity Capital (SEC)’s net asset value (NAV) and share price were at all-time highs. However, since then, the covid-19-related sell-off in markets has led to a flight to safety. NAVs of smaller companies funds have fallen and discounts have widened. Against this backdrop,...

Civitas Social Housing – Proved its mettle

Civitas Social Housing – Proved its mettle

Some market commentators appear to have overstated the impact of regulatory concerns on Civitas Social Housing’s (CSH’s) performance. Regulatory notices served on some of its tenants knocked CSH’s share price over 2018/2019. However, during the whole of this period, it collected its rents, paid its dividends and increased its net...

Real Estate Roundup – April 2020

Real Estate Roundup – April 2020

In this issue Performance - Property stocks took a hammering in March as the covid-19 pandemic took hold. The UK was put on lockdown to stop the spread of the coronavirus resulting in the enforced closure of many commercial real estate assets, including shops, restaurants, leisure facilities and hotels. The...

Economic & Political Roundup – April 2020

Economic & Political Roundup – April 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 – April 2020

Investment Companies Roundup – April 2020

As part of our commitment to providing Investment Research, we have published our regular monthly update on the Global Economy & Listed Investment Companies. New research Update note on International Biotechnology TrustAnnual overview note on Herald Investment TrustUpdate note on CG Asset ManagementAnnual overview on Polar Global Infrastructure Trust In this...

International Biotechnology Trust

International Biotechnology Trust

Trust in biotech The biotechnology sector is proving to be relatively resilient in this COVID-19 related market sell-off. International Biotechnology Trust (IBT) adopts a conservative approach to investing in what can be a quite volatile, if rewarding, sector. It has fared better than competing funds in this environment... Read more...

Herald Investment Trust – Change is a coming

Following an excellent year of performance during 2019 (a net asset value (NAV) total return of 27.5%), Herald Investment Trust (HRI) has seen its discount widen and the value of its portfolio companies fall since the outbreak of covid-19.... Read more As authorities scramble to contain the virus, our lives...

CG Asset Management – More than a port in a storm

CG Asset Management – More than a port in a storm

It is often said that markets climb a wall of worry, but there are times when investors panic and run for the exits. In such an environment, the attractions of funds which are defensively positioned and managed by an experienced team, with an investment ethos based on an assessment of...

Premier Global Infrastructure Trust – Don’t stop me now

Premier Global Infrastructure Trust – Don’t stop me now

A much-improved 2019, helped by lower interest rate expectations, translated into 38.3% gains for Premier Global Infrastructure Trust (PGIT) ordinary shareholders. Before the covid-19 panic caused markets to stumble, PGIT was having a strong start to 2020 as well, with the shares hitting 147p on 21 February... Read more In...

Investment Companies Roundup – March 2020

Investment Companies Roundup – March 2020

As part of our commitment to providing Investment Research, we have published our regular monthly update on the Global Economy & Listed Investment Companies. New research Initiation note on Montanaro UK Smaller Companies TrustAnnual overview note on Aberdeen Emerging MarketsUpdate note on Polar Capital Global FinancialsAnnual overview on Aberdeen New Dawn...

Real Estate Roundup – March 2020

Real Estate Roundup – March 2020

In this issue Performance - Property stocks tumbled in February as fears over the spread of Covid-19 spooked financial markets around the world and resulted in the largest sell-off since the 2008 financial crisis.  There were just four UK-listed property companies that saw their share prices rise in February, however...

Economic & Political Roundup – Mar 2020

Economic & Political Roundup – Mar 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...

Montanaro UK Smaller Companies – Reputation restored

Montanaro UK Smaller Companies – Reputation restored

Following the return of Charles Montanaro as manager in 2016, Montanaro UK Smaller Companies Trust (MTU) has rebuilt its long-term record of outperformance of its benchmark over the last three and a half years. A strong uplift in net asset value (NAV) during the second half of 2019 (helped by...

Aberdeen Emerging Markets – Focused on returns

Aberdeen Emerging Markets – Focused on returns

The managers of Aberdeen Emerging Markets (AEMC) are optimistic about the prospects for the company. Strong performance last year has not yet translated into a reduction in the discount that the share price trades at relative to the asset value, but if outperformance can be maintained, this should follow in...

Polar Capital Global Financials Trust – New lease of life

Polar Capital Global Financials Trust – New lease of life

As we approach the seventh anniversary of Polar Capital Global Financials Trust (PCFT)’s launch, its directors are proposing that the company continues beyond its planned wind-up date. A decade after the financial crisis, the sector, and banks in particular, remain out of favour. The problem is compounded for UK-based investors...

Standard Life Investments Property Income Trust

Standard Life Investments Property Income Trust

Adding value in cautious times Standard Life Investments Property Income Trust (SLI) has a long-term track record of market-beating returns achieved by investing in a diverse portfolio of commercial property in the UK. Minimal retail holdings and a bias to industrial property have proved beneficial to the fund. However, its...

Real Estate Roundup – February 2020

Real Estate Roundup – February 2020

The sluggish start to the year for listed property companies is hardly surprising given they were coming off a high base after the “Boris-bounce” following the general election in December. Topping the list was Triple Point Social Housing REIT. The group, along with its social housing peer Civitas Social Housing...

Investment Companies Roundup – February 2020

Investment Companies Roundup – February 2020

In this issue Performance – After beginning the year in the ascendancy, helped by easing tensions between the US and Iran, the outbreak of coronavirus in China pulled the breaks on risk assets, particularly hitting Asian and resource funds. Significant selling has taken place in early February (not included in this roundup), following...

Aberdeen New Dawn – Illuminating value

Aberdeen New Dawn – Illuminating value

Aberdeen New Dawn (ABD) has provided peer-group-beating performance during 2019 (an NAV total return of 18.4% versus a peer group average of 15.2%). Despite this, and also despite offering one of the lowest ongoing charges ratios amongst its peers, its discount to NAV remains broadly unchanged and is still, peculiarly,...

Shires Income – Building on a great 2019

Shires Income – Building on a great 2019

The second half of 2019 was a profitable time for investors in Shires Income (SHRS), as the trust extended its outperformance of both the UK market and the average competing fund. Investors also benefitted from the elimination of the discount as the share price rose to match the NAV. The...

Investment Companies Review – 2019

Investment Companies Review – 2019

There was plenty to worry about in 2019, though this did not stop risk assets having a year that would have defied all but the most optimistic forecasters. The initial trigger came from the US, where the central bank performed a U-turn, abandoning planned interest rate increases. Gold also had...

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