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.
Shires Income - Sustainable high yield

Shires Income – Sustainable high yield

Within the universe of UK equity income investment trusts, Shires Income (SHRS) stands out from the herd. It sets out to offer investors a meaningfully higher dividend yield than UK equity markets and aims to make this sustainable by diversifying the fund’s sources of income. SHRS also makes use of the flexibility...

Economic & Political Roundup – October 2018

QuotedData’s Economic round up – October 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...

Investment companies roundup – October 2018

QuotedData’s investment companies roundup – October 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 September 2018. October Investment Companies Roundup MONEY RAISED AND RETURNED IN SEPTEMBER Trian Investors 1 is a...

QuotedData investment companies roundup – June 2017

Investment companies roundup – September 2018

QuotedData’s investment companies roundup – September 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 August 2018. Kindly sponsored by Baillie Gifford. September Investment Companies Roundup Money raised and returned in August GRIT Real...

Economic round up – September 2018

QuotedData’s Economic round up – September 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...

CG Asset Management – Focus on absolute returns

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...

Economic round up – August 2018

Economic round up – August 2018

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...

Investment companies roundup – August 2018

Investment companies roundup – August 2018

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...

International biotechnology - Outperformance and income

International biotechnology – Outperformance and income

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...

QuotedData investment companies roundup – June 2017

INVESTMENT COMPANIES ROUNDUP – SECOND QUARTER 2018

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...

Economic round up – August 2018

Economic round up – June 2018

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...

Investment companies roundup – August 2018

Investment companies roundup – July 2018

QuotedData’s investment companies roundup – July 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 June 2018. Kindly sponsored by Baillie Gifford. July Investment Companies Roundup Money raised and returned in June Newcomer...

Caledonia Mining - Discounted gold

Caledonia Mining – Discounted gold

Caledonia Mining - Discounted gold - Caledonia Mining (Caledonia) has had a good start to 2018 and its share price is up 22.5% year to date. Caledonia produced 56.1koz of gold during 2017, marginally beating its guidance for production of 54-56koz, despite suffering from electricity shortages and underground logistical issues...

India Capital Growth - A return to earnings growth

India Capital Growth – A return to earnings growth

India Capital Growth - A return to earnings growth 180626 IGC annual overview QD Earnings figures for the companies in India Capital Growth (IGC)’s portfolio are increasing as India puts the disruptive effects of demonetisation and the introduction of the Goods and Services Tax (GST) – both of which were...

Herald Investment Trust - From small acorns ….

Herald Investment Trust – From small acorns ….

Herald Investment Trust - From small acorns …. - Herald Investment Trust (HRI) provided very strong returns during 2017 (NAV and share-price total returns of 26.9% and 32.7% respectively) with positive contributions coming from all of its regional portfolios. During 2017, a significant proportion of HRI’s NAV performance came from...

Economic round up – August 2018

Economic round up – June 2018

QuotedData's Economic round up – June 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...

Investment companies roundup – August 2018

Investment companies roundup – June 2018

QuotedData’s investment companies roundup – June 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 May 2018. Kindly sponsored by Baillie Gifford. June Investment Companies Roundup The premium of biotech company,...

JPMorgan Russian Securities - Beyond politics

JPMorgan Russian Securities – Beyond politics

JPMorgan Russian Securities - Beyond politics Russia’s relationship with the West is deteriorating. A brief period of optimism that accompanied President Trump’s election proved fleeting and recent events suggest that any hope of an easing of sanctions in the short-term is ebbing away. President Putin has secured his election victory...

Economic round up – August 2018

Economic round up – May 2018

QuotedData’s economic round up – May 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...

Investment companies roundup – August 2018

Investment companies roundup – May 2018

QuotedData investment companies roundup – May 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 April 2018. Kindly sponsored by Baillie Gifford. May Investment Companies Roundup India Capital Growth has experience...

Premier Global Infrastructure Trust - Swings and roundabouts

Premier Global Infrastructure Trust – Swings and roundabouts

Premier Global Infrastructure Trust - Swings and roundabouts - Premier Global Infrastructure Trust (PGIT) has had a difficult start to 2018. Global markets have been focusing on growth and neglecting areas that are perceived as being defensive, such as utilities and infrastructure. PGIT’s capital structure has amplified the impact on the ordinary...

Economic round up – August 2018

Economic round up – April 2018

QuotedData’s economic round up – April 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...

Investment companies roundup – August 2018

Investment companies roundup – April 2018

QuotedData investment companies roundup – April 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 March 2018. Kindly sponsored by Baillie Gifford. April Investment Companies Roundup Stock markets have suffered their first meaningful...

Investment Companies Guide 2018

Investment Companies Guide 2018

QuotedData has released the 2018 edition of its highly-regarded Investment Companies Guide.  Building on the success of last year's publication and updated to reflect developments within the sector, the Guide harnesses QuotedData's wide-ranging distribution capabilities to reach over 100,000 self-directed investors and their advisers. 2018 Investment Companies Guide Final Version Partnership...

Aberdeen Frontier Markets - No closet-tracker

Aberdeen Frontier Markets – No closet-tracker

Aberdeen Frontier Markets - No closet-tracker - In a major shift in how its structured, Aberdeen Frontier Markets (AFMC) last year moved from investing indirectly via funds to investing directly into shares of listed companies. This was mostly completed by the end of June 2017. AFMC has under performed the MSCI Frontier...

Economic round up – August 2018

Economic round up – March 2018

QuotedData’s economic round up – March 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 investment companies roundup – June 2017

Investment companies roundup – March 2018

QuotedData investment companies roundup – March 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 February 2018. Kindly sponsored by Baillie Gifford. March Investment Companies Roundup Equity markets continued to run...

QuotedData Fidelity Closed-End Funds Review Fidelity Asian Values FAS Fidelity Japanese Values FJV Fidelity Special Values FSV

Fidelity Closed-End Funds Review

QuotedData is publishing a new Fidelity Closed-End Funds review. This covers funds in the Asia-Pacific ex-japan, Japanese Smaller Companies and UK All Companies sectors. Welcome to the fifth edition of QuotedData’s Fidelity Closed-End Funds Review – a regular publication looking at Fidelity and recent developments in three of its investment trusts –...

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