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.

 

Richard Williams
  • Richard Williams

Polar Capital Technology – AI of the tiger

Polar Capital Technology’s (PCT’s) underweight positions in Apple and Alphabet have paid off handsomely in recent months – with the share price of both stalling on fears of their vulnerability in the AI race. This points to the increasingly evident merits of an active approach to investing in AI. History suggests that not only will incumbents fall by the wayside and new entrants emerge as AI innovation explodes, but the sector will experience bouts of volatility, with inevitable bumps along the ...

08/18/25 August 18, 2025 EN
Matthew Read
  • Matthew Read

Edinburgh Worldwide – Significant progress on “Reset for growth”

In November 2024, Edinburgh Worldwide (EWI) set out its “Reset for growth” plan, which included team changes, process changes, a more-focused portfolio, and a commitment to return up to £130m to shareholders in 2025 (see pages 4 and 5 for more details). Shareholders approved changes needed to implement the plan in December, and since this time the trust has made significant progress. A new enhanced portfolio construction framework has been put in place, which has seen the portfolio tilted mor...

08/18/25 August 18, 2025 EN
David Johnson
  • David Johnson

Alliance Witan – A new giant for a new market reality

Alliance Witan (ALW), the result of the merger between Alliance Trust and Witan in October 2024, is now an investment juggernaut. The combined entity now has c.£4.5bn in assets and has been propelled into FTSE 100. Investors are benefitting from superior liquidity, lower fees, and a more attractive dividend. Under its multi-manager approach, ALW’s NAV returns have edged ahead of global equities over the last five years and have easily beaten its average peer. ALW has added two new managers to...

08/18/25 August 18, 2025 EN
James Carthew
  • James Carthew
GCP GCP Infrastruct...

GCP Infrastructure - Substantive progress

Since interest rates began to rise to tackle inflation, GCP Infrastructure (GCP) has, like many similar investment companies, been afflicted by a wide discount. The board and the investment adviser have been working to tackle this through a policy of capital recycling. This aims to free up £150m to materially reduce the drawn balance on the revolving credit facility (RCF), return at least £50m to shareholders, and rebalance the portfolio to improve its risk adjusted returns. As we discuss in thi...

GCP GCP INFRASTRUCTURE INVESTMENTS LTD GBP
08/07/25 August 7, 2025 15 EN
James Carthew
  • James Carthew
AGT Avi Global Trus...

AVI Global Trust - No shortage of targets

AVI Global Trust (AGT) offers a distinct investment proposition from its peers, focusing on opportunities to extract value from undervalued companies where structural reform could unlock value. The weighted average discount on the underlying portfolio is close to historically wide levels, reflecting a number of attractive opportunities that the manager has identified. Activism in holdings such as Chrysalis, Gerresheimer, and Third Point Investors, and the ability to capitalise on “special sit...

AGT AVI GLOBAL TRUST
08/07/25 August 7, 2025 20 EN
Richard Williams
  • Richard Williams

Polar Capital Technology – AI of the tiger

Polar Capital Technology’s (PCT’s) underweight positions in Apple and Alphabet have paid off handsomely in recent months – with the share price of both stalling on fears of their vulnerability in the AI race. This points to the increasingly evident merits of an active approach to investing in AI. History suggests that not only will incumbents fall by the wayside and new entrants emerge as AI innovation explodes, but the sector will experience bouts of volatility, with inevitable bumps along the ...

08/18/25 August 18, 2025 EN
Matthew Read
  • Matthew Read

Edinburgh Worldwide – Significant progress on “Reset for growth”

In November 2024, Edinburgh Worldwide (EWI) set out its “Reset for growth” plan, which included team changes, process changes, a more-focused portfolio, and a commitment to return up to £130m to shareholders in 2025 (see pages 4 and 5 for more details). Shareholders approved changes needed to implement the plan in December, and since this time the trust has made significant progress. A new enhanced portfolio construction framework has been put in place, which has seen the portfolio tilted mor...

08/18/25 August 18, 2025 EN
David Johnson
  • David Johnson

Alliance Witan – A new giant for a new market reality

Alliance Witan (ALW), the result of the merger between Alliance Trust and Witan in October 2024, is now an investment juggernaut. The combined entity now has c.£4.5bn in assets and has been propelled into FTSE 100. Investors are benefitting from superior liquidity, lower fees, and a more attractive dividend. Under its multi-manager approach, ALW’s NAV returns have edged ahead of global equities over the last five years and have easily beaten its average peer. ALW has added two new managers to...

08/18/25 August 18, 2025 EN
James Carthew
  • James Carthew
GCP GCP Infrastruct...

GCP Infrastructure - Substantive progress

Since interest rates began to rise to tackle inflation, GCP Infrastructure (GCP) has, like many similar investment companies, been afflicted by a wide discount. The board and the investment adviser have been working to tackle this through a policy of capital recycling. This aims to free up £150m to materially reduce the drawn balance on the revolving credit facility (RCF), return at least £50m to shareholders, and rebalance the portfolio to improve its risk adjusted returns. As we discuss in thi...

GCP GCP INFRASTRUCTURE INVESTMENTS LTD GBP
08/07/25 August 7, 2025 15 EN
James Carthew
  • James Carthew
AGT Avi Global Trus...

AVI Global Trust - No shortage of targets

AVI Global Trust (AGT) offers a distinct investment proposition from its peers, focusing on opportunities to extract value from undervalued companies where structural reform could unlock value. The weighted average discount on the underlying portfolio is close to historically wide levels, reflecting a number of attractive opportunities that the manager has identified. Activism in holdings such as Chrysalis, Gerresheimer, and Third Point Investors, and the ability to capitalise on “special sit...

AGT AVI GLOBAL TRUST
08/07/25 August 7, 2025 20 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