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.

Economic & Political Roundup – Oct 2019

Economic & Political Roundup – Oct 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 – Oct 2019

Investment companies roundup – Oct 2019

Over September, we published notes on India Capital Growth, Jupiter Emerging & Frontier, International Biotechnology Trust, JPMorgan Russian Securities, Civitas Social Housing, Montanaro European Smaller Companies and JLEN Environmental Assets. We also launched a monthly real estate roundup, beginning with reviews of August and September. In this issue Performance data – Appetite for risk increased to a degree over September. Gold...

Real Estate Monthly roundup

Real Estate Monthly roundup

The month of September was a bumper month for many property companies’ share price, dominated by retail focused companies, who in general have taken a hammering over the past 18 months or so. Top of the list was Capital & Regional. Shares in the shopping centre landlord bounced after it...

India Capital Growth – Discounted value

India Capital Growth – Discounted value

India Capital Growth – Discounted value India Capital Growth (IGC)’s portfolio was trading at just 12x estimated earnings for the year ended 31 March 2021 at the end of August. The manager says that when it last hit that level, in August 2013, IGC delivered a 197% return in sterling over the...

Investment companies roundup – Sept 2019

Investment companies roundup – Sept 2019

Over August, we published notes on Aberdeen Emerging Markets and JLEN Environmental Assets . You can read all these notes by clicking on the links above or by visiting www.quoteddata.com. In this issue Performance data – appetite for risk was generally present through July, with US stocks and the dollar performing well; Tech companies largely...

JLEN Environmental Assets – Battery storage potential

JLEN Environmental Assets – Battery storage potential

JLEN Environmental Assets – Battery storage potential JLEN Environmental Assets (JLEN) recently added two new revenue streams, hydropower and battery storage, to its already-diverse portfolio. It’s clear from the 16.5% premium to NAV, that investors are drawn to JLEN and its asset mix. In an environment where interest rates are falling, JLEN’s dividend yield (which is...

Aberdeen Emerging Markets – The stars may be aligning

Aberdeen Emerging Markets – The stars may be aligning

Aberdeen Emerging Markets – The stars may be aligning Year to date, Aberdeen Emerging Markets (AEMC) has been performing well, outstripping both its benchmark and the average of competing funds by some margin (see page 9). The members of the investment management team, who predicted a resurgence in AEMC’s performance in 2019, believe there...

Investment companies roundup – August 2019

Investment companies roundup – August 2019

Over July, we published notes on CQS New City High Yield, BlackRock Throgmorton, Strategic Equity Capital, Seneca Global Income & Growth, CG Asset Management, Standard Life Investments Property Incomeand Aberdeen New Dawn. You can read all these notes by clicking on the links above or by visiting www.quoteddata.com. In this issue Performance data – appetite for risk was...

Economic roundup – Aug 2019

Economic roundup – Aug 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...

CQS New City High Yield – Same as it ever was…

CQS New City High Yield – Same as it ever was…

Ian “Franco” Francis, the manager of CQS New City High Yield (NCYF), says that, since QuotedData last published nothing much has changed, which is what we think investors should expect from this “conservative and boring” fund (see QuotedData’s March 2018 initiation note for explanation)... Read more However, we note that...

Strategic Equity Capital – Discounted opportunity

Strategic Equity Capital – Discounted opportunity

Jeff Harris and Adam Khanbhai have been managing Strategic Equity Capital’s (SEC’s) portfolio jointly since February 2017. Since this time, NAV growth has been solid (a total return of 14.3%, which is broadly in line with the MSCI UK Small Cap Index’s return of 14.1%) but SEC has strongly outperformed during the last year, returning 2.3%, while...

CG Asset Management – The rewards of long-term thinking

CG Asset Management – The rewards of long-term thinking

The CG Asset Management (CGAM) team’s focus on medium-to-long-term absolute returns and excellent track record have attracted a loyal following of investors. Both Capital Gearing Trust and CG Absolute ReturnFund have seen significant inflows since we published our initiation note in September 2018, and CG Absolute Return now has a three-year track record,...

Banks in Britain revive preparations for no-deal Brexit

Aberdeen New Dawn – Moving up the league table

Whilst the ongoing trade dispute between the US and China creates a strong headwind for the region, this more challenging time is playing to Aberdeen New Dawn (ABD)’s strengths. Its focus on high-quality companies is being rewarded and it is climbing the performance league table once again... Read more It...

Economic roundup – July 2019

Economic roundup – July 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 – July 2019

Investment companies roundup – July 2019

Performance data – there was a greater appetite for risk in June as the prospect of an interest cut in the US becomes more likely. The US dollar lost value following softer economic data and revised expectations over monetary policy, which benefitted emerging markets;Money in and out – net inflows...

Investment companies roundup – June 2019

Investment companies roundup – June 2019

Performance data – it was notable that risk appetite was down in May as renewed US-China trade tensions weighed on China-focused funds particularly. The re-election of Narendra Modi as India’s Prime Minister brought momentum to a number of Indian funds... Read moreMoney in and out – Aquila European Renewables Income and Riverstone Credit...

Economic roundup – June 2019

Economic roundup – June 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...

Shires Income – Growing again

Shires Income – Growing again

In recent months, Shires Income Trust (SHRS) has been expanding for the first time since 2012. SHRS can boast both an attractive yield and outperformance of both its benchmark and the average of competing listedUK equity income funds (see Figure 15 on page 7, which shows SHRS outperforming over every time period). This...

The North American Income Trust – Time to grow?

The North American Income Trust – Time to grow?

The North American Income Trust (NAIT) has been generating an attractive and increasing dividend (up 9% for the year ended 31 January 2019). It is also generating reasonable capital growth, despite an environment that has been favouring low-yielding, high-growth companies. The manager, Fran Radano, is not unduly concerned about the health of...

Economic roundup – May 2019

Economic roundup – May 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 – May 2019

Investment companies roundup – May 2019

Performance data – it was notable that risk appetite increased in April, which pushed up growth-focused trusts such as Lindsell Train and Montanaro UK Smaller Companies.. Read more Money in and out – US Solar Fund launched in April, raising £153m in a well received IPO. Including this launch, net inflows into the...

Economic roundup – April 2019

Economic roundup – April 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 – April 2019

Investment companies roundup – April 2019

April 2019 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 March 2019. Kindly sponsored by Baillie Gifford. QuotedData’s investment companies roundup – April 2019 JPMorgan Indian, India Capital Growth,...

Sareum Holdings – Key ‘737 data coming up

Sareum Holdings – Key ‘737 data coming up

Sareum’s investment case stands on two pillars: the development by licensee Sierra Oncology of the Chk1 inhibitor, SRA737; and the development and potential licensing of internally-generated TYK2 candidates for autoimmune disease and cancer.... Read more This year should see the first clinical data on SRA737, as well as further data...

Investment companies roundup – March 2019

Investment companies roundup – March 2019

QuotedData’s investment companies roundup – March 2019 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 February 2019. Kindly sponsored by Baillie Gifford. JPMorgan Chinese, Fidelity China and Pacific Horizon benefited from...

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