VTAS Volta Finance (GBP)

Hardman & Co Research on Volta Finance Limited (VTAS): 2024 experience bodes well for 2025

Hardman & Co Research
Hardman & Co Research on Volta Finance Limited (VTAS): 2024 experience bodes well for 2025

17-Feb-2025 / 07:15 GMT/BST
The issuer is solely responsible for the content of this announcement.


Hardman & Co Research | Closed End Investments

Volta Finance Limited (VTAS) | 2024 experience bodes well for 2025

 

Volta has delivered +21.2% 2024 total NAV return, outperforming i) B-rated CLO tranches (+19.2%), ii) US high yield (+8.2%), iii) Euro high yield (+8.6%), and iv) global loans (+7.3%). Its performance reflects positive markets and the incremental value added by the manager through its asset selection and portfolio management. Looking into 2025, we expect another strong year from CLOs: more market growth (partially driven by loans issued to fund greater PE activity), and stable, if not falling, defaults offsetting some spread tightening and fewer pull to par benefits from loans restructuring. AXA IM’s outperformance has been through economic cycles.

 

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End of Announcement - EQS News Service

2086815  17-Feb-2025 

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17/02/2025

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Reports on Volta Finance (GBP)

 PRESS RELEASE

Correction: Director/PDMR Shareholding

Correction: Director/PDMR Shareholding Volta Finance Limited (VTA/VTAS) Notification of transactions by directors, persons discharging managerial responsibilities and persons closely associated with them NOT FOR RELEASE, DISTRIBUTION OR PUBLICATION, IN WHOLE OR IN PART, IN OR INTO THE UNITED STATES ***** Guernsey, 2 May 2025 Pursuant to the announcements made on 5 April 2019 and 26 June 2020 relating to changes to the payment of directors fees, Volta Finance Limited (the “Company” or “Volta”) has purchased 3,307 ordinary shares of no par value in the Company (“Ordinary Shares”) at an a...

 PRESS RELEASE

Director/PDMR Shareholding

Director/PDMR Shareholding Volta Finance Limited (VTA/VTAS) Notification of transactions by directors, persons discharging managerial responsibilities and persons closely associated with them NOT FOR RELEASE, DISTRIBUTION OR PUBLICATION, IN WHOLE OR IN PART, IN OR INTO THE UNITED STATES ***** Guernsey, 2 May 2025 Pursuant to the announcements made on 5 April 2019 and 26 June 2020 relating to changes to the payment of directors fees, Volta Finance Limited (the “Company” or “Volta”) has purchased 3,307 ordinary shares of no par value in the Company (“Ordinary Shares”) at an average price...

Brian Moretta ... (+3)
  • Brian Moretta
  • Jason Streets
  • Mark Thomas

Hardman & Co Monthly: May 2025

Feature article: Attractive asset managers - Radical derating presumes things only get worse The UK asset management sector has been significantly derated over the past couple of years. It has faced the dual problem of a shift towards passives and to private assets and away from traditional listed equities and bonds. However, the sector’s assets haven’t collapsed; its margins have proved relatively robust and its profits fairly stable, even against all the rising costs. The clear implication, ...

 PRESS RELEASE

Volta Finance Limited - Net Asset Value(s) as at 31 March 2025

Volta Finance Limited - Net Asset Value(s) as at 31 March 2025 Volta Finance Limited (VTA / VTAS)March 2025 monthly reportNOT FOR RELEASE, DISTRIBUTION, OR PUBLICATION, IN WHOLE OR PART, IN OR INTO THE UNITED STATES Guernsey, April 23rd, 2025 AXA IM has published the Volta Finance Limited (the “Company” or “Volta Finance” or “Volta”) monthly report for March 2025. The full report is attached to this release and will be available on Volta’s website shortly (). Performance and Portfolio Activity Dear Investors, Volta Finance’s net performance for the month of March was negative -2.9%, ta...

 PRESS RELEASE

Directorate change

Directorate change Volta Finance Limited (VTA/VTAS) Directorate Changes NOT FOR RELEASE, DISTRIBUTION OR PUBLICATION, IN WHOLE OR IN PART, IN OR INTO THE UNITED STATES Guernsey, 2 April 2025 Appointment of new director The Board of Volta Finance Limited (“the Board”) is pleased to announce the appointment of Mr Simon Holden as an independent non-executive director, with effect from 1 June 2025.   Mr Simon Holden, Chartered Director (CDir) and Fellow of the Institute of Directors, brings a combination of private equity investing and deep equity capital markets experience to the Boar...

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