QuotedData Professional

RSS Feed

QuotedData publishes free, reliable educational resources, research and news on carefully selected sectors and companies, some of which is sponsored. In addition, we provide data, including performance charts and statistics, across the full spectrum of pan-European equities.  Our team of expert analysts writes with a balanced view and our goal is to provide you with all the information you need to make your own investment decisions, or to understand in more detail what your adviser is recommending to you.

 

James Carthew
  • James Carthew
GCP GCP Infrastruct...

GCP Infrastructure – Delivering on its promises

GCP Infrastructure (GCP) is now over 15 years old. Investors who subscribed at IPO have already received all of their investment back in dividends alone. While the NAV has been fairly stable, factoring in both income and capital from launch to the end of December 2025, GCP generated a total NAV return of 187%. Despite this long-term record, GCP’s shares have traded on a wide – and we feel unjustified – discount for several years. That boosts its dividend yield, which is currently 9.1%. For tw...

GCP GCP INFRASTRUCTURE INVESTMENTS LTD GBP
02/23/26 February 23, 2026 19 EN
David Batchelor
  • David Batchelor
HWWA HSBC Multi Fact...

HSBC Multi Factor Worldwide Equity UCITS ETF – Global equity exposure ...

HSBC Multi Factor Worldwide Equity UCITS ETF (HWWA) is a long-standing active ETF that neatly demonstrates the appeal of the asset class. Through a tried-and-trusted investment process based on factor investing – which we explain in this note – it has consistently achieved a modest outperformance of its global equity benchmark. Despite a significant wobble at the time of the “Liberation Day” tariff announcements in April, global equities enjoyed another strong year in 2025, and the rally was ...

HWWA HSBC MULTI FACTOR WORLDWIDE EQUITY UCITS ETF
02/18/26 February 18, 2026 12 EN
Richard Williams
  • Richard Williams
OCI Oakley Capital ...

Oakley Capital Investments – Southern Europe strategy plays to strengt...

A flurry of investment activity at the end of 2025 underscores Oakley Capital’s ability to leverage its strengths in Southern Europe. This note focuses on the region, which is characterised by under-digitalised industries and low private equity penetration rates. The sale in June last year of Spanish legal tech business vLex provides a case study for Oakley’s capabilities in the region. Having invested in vLex in 2022, Oakley supported the development of its AI platform and facilitated its mo...

OCI OAKLEY CAPITAL INVESTMENTS
02/13/26 February 13, 2026 15 EN
James Carthew
  • James Carthew
VNH VIETNAM HOLDING

Vietnam Holding – Back this horse

Vietnam appears to have shrugged off the impact of US tariffs and is cantering ahead with reforms designed to remove any bottlenecks to its goal of double-digit annual GDP growth between now and 2030. A 28% jump in one of Vietnam Holding (VNH)’s comparator indices over 2025 might have suggested that this upside is being priced in, but – as we detail in this note – over half of that came from just one company that VNH has chosen not to own. The reality is that, despite the impressive growth prosp...

02/12/26 February 12, 2026 16 EN
David Batchelor
  • David Batchelor
A0YD8N Genesis Emergin...

Fidelity Emerging Markets – The long and short of emerging markets

Fidelity Emerging Markets Limited (FEML) offers investors a distinct route into emerging market equities. Its managers run a genuinely unconstrained mandate, investing across the market cap spectrum and maintaining broad diversification by geography and sector. A key differentiator is the fund’s use of short positions held alongside its long book, giving investors exposure to opportunities – and inefficiencies – at both the higher- and lower-quality ends of the market. Performance has been pa...

A0YD8N GENESIS EMERGING MARKETS FUND LTD.
02/06/26 February 6, 2026 29 EN
James Carthew
  • James Carthew
GCP GCP Infrastruct...

GCP Infrastructure – Delivering on its promises

GCP Infrastructure (GCP) is now over 15 years old. Investors who subscribed at IPO have already received all of their investment back in dividends alone. While the NAV has been fairly stable, factoring in both income and capital from launch to the end of December 2025, GCP generated a total NAV return of 187%. Despite this long-term record, GCP’s shares have traded on a wide – and we feel unjustified – discount for several years. That boosts its dividend yield, which is currently 9.1%. For tw...

GCP GCP INFRASTRUCTURE INVESTMENTS LTD GBP
02/23/26 February 23, 2026 19 EN
David Batchelor
  • David Batchelor
HWWA HSBC Multi Fact...

HSBC Multi Factor Worldwide Equity UCITS ETF – Global equity exposure ...

HSBC Multi Factor Worldwide Equity UCITS ETF (HWWA) is a long-standing active ETF that neatly demonstrates the appeal of the asset class. Through a tried-and-trusted investment process based on factor investing – which we explain in this note – it has consistently achieved a modest outperformance of its global equity benchmark. Despite a significant wobble at the time of the “Liberation Day” tariff announcements in April, global equities enjoyed another strong year in 2025, and the rally was ...

HWWA HSBC MULTI FACTOR WORLDWIDE EQUITY UCITS ETF
02/18/26 February 18, 2026 12 EN
Richard Williams
  • Richard Williams
OCI Oakley Capital ...

Oakley Capital Investments – Southern Europe strategy plays to strengt...

A flurry of investment activity at the end of 2025 underscores Oakley Capital’s ability to leverage its strengths in Southern Europe. This note focuses on the region, which is characterised by under-digitalised industries and low private equity penetration rates. The sale in June last year of Spanish legal tech business vLex provides a case study for Oakley’s capabilities in the region. Having invested in vLex in 2022, Oakley supported the development of its AI platform and facilitated its mo...

OCI OAKLEY CAPITAL INVESTMENTS
02/13/26 February 13, 2026 15 EN
James Carthew
  • James Carthew
VNH VIETNAM HOLDING

Vietnam Holding – Back this horse

Vietnam appears to have shrugged off the impact of US tariffs and is cantering ahead with reforms designed to remove any bottlenecks to its goal of double-digit annual GDP growth between now and 2030. A 28% jump in one of Vietnam Holding (VNH)’s comparator indices over 2025 might have suggested that this upside is being priced in, but – as we detail in this note – over half of that came from just one company that VNH has chosen not to own. The reality is that, despite the impressive growth prosp...

02/12/26 February 12, 2026 16 EN
David Batchelor
  • David Batchelor
A0YD8N Genesis Emergin...

Fidelity Emerging Markets – The long and short of emerging markets

Fidelity Emerging Markets Limited (FEML) offers investors a distinct route into emerging market equities. Its managers run a genuinely unconstrained mandate, investing across the market cap spectrum and maintaining broad diversification by geography and sector. A key differentiator is the fund’s use of short positions held alongside its long book, giving investors exposure to opportunities – and inefficiencies – at both the higher- and lower-quality ends of the market. Performance has been pa...

A0YD8N GENESIS EMERGING MARKETS FUND LTD.
02/06/26 February 6, 2026 29 EN
CMCL LN Caledonia Minin...

Expansion boosts bottom line

”‹Caledonia Mining (Caledonia) produced 23,300oz (23koz) of gold in H1 2016, a 14% increase on H1 2015, indicating that its investment in infrastructure to expand production is already bearing fruit. The company is on schedule to produce around 50koz of gold in 2016 (2015: 43koz)

CMCL LN CALEDONIA MINING
08/15/16 August 15, 2016 11 EN
Matthew Read
  • Matthew Read
PMGR Premier Miton G...

Pocket rocket

”‹Aided by the significant gearing provided by its zero dividend preference shares, sterling depreciation and some notable successes within its portfolio, Premier Energy and Water Trust (PEW’s) NAV and share price delivered MSCI Utilities Index beating performances over the 12 months to the end of June 2017. The portfolio has a high allocation to higher growth emerging markets (45.9% as at 30 June) reflecting the attractive discount at which emerging market utilities trade relative to wider mark...

PMGR PREMIER MITON GLOBAL RENEWABLES TRUST
07/12/17 July 12, 2017 13 EN
Matthew Read
  • Matthew Read
HRI Herald Investme...

Backing growing businesses

”‹The Technology sector has been rising strongly in recent months. In this note, we discuss a number of stocks that contributed to a near 40% increase in Herald Investment Trust’s NAV over the year to the end of May 2017. Nevertheless, Herald’s manager is convinced that UK technology companies in particular, which comprise over half the portfolio, have the growth potential to justify continued progress. The opportunity set for technology and media companies is considerable, allowing the best of ...

HRI HERALD INVESTMENT TRUST PLC
07/11/17 July 11, 2017 11 EN
Matthew Read
  • Matthew Read
SLPE Standard Life P...

Loading the portfolio

”‹SL Capital Partners, the manager of Standard Life Private Equity Trust (SLPE), observes an improving outlook in Europe. However, it thinks that some form of market disruption could occur during the next 12 to 24 months. This might lead to greater volatility and an improved pricing environment for those of its underlying funds that wish to make acquisitions. SLPE has been selective with its primary commitments and secondary fund purchases, aiming to be well positioned in advance of any market s...

SLPE STANDARD LIFE PRIVATE EQUITY
07/03/17 July 3, 2017 11 EN
Matthew Read
  • Matthew Read
SIGT Seneca Global I...

Changing tack

”‹Seneca Global Income & Growth (SIGT) has continued to outperform its flexible investment peer group, since we last wrote, while providing lower volatility of returns. Demand for its strategy is strong and, as planned, this has allowed SIGT to issue shares and grow the trust. This should lower the ongoing charges ratio over time. SIGT’s manager has recently been reducing exposure to equities, with overseas equities taking the brunt. This reflects the manager’s views that equity markets have exp...

SIGT SENECA GLOBAL INCOME & GROWTH TRUST
06/13/17 June 13, 2017 11 EN
BCAI Blue Capital Al...

Uncorrelated yield opportunity

”‹Blue Capital Alternative Income Fund Limited (BCAI) offers investors a diversified exposure to catastrophe reinsurance risks. This business is largely uncorrelated with investment markets, so the fund offers investors diversification and a yield of 6.5%. The return from inception to 31 March 2017 is 45.8% (9.1% annualised). The shares trade at a discount to NAV of 7.8%, which we regard as unwarranted given the fund’s strong fundamentals and the board’s determination to maintain strong returns....

BCAI BLUE CAPITAL ALTERNATIVE INCOME FUND LIMITED
05/31/17 May 31, 2017 30 EN

ResearchPool Subscriptions

Get the most out of your insights

Get in touch