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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

Rights and Issues Investment Trust – Looking oversold

Rights and Issues Investment Trust (RIII) is battling a number of headwinds. UK small caps face a lacklustre UK economy, a looming budget that is creating market uncertainty, and seemingly indifferent domestic and international investors. To this we can add a large shareholder who appears to be actively frustrating efforts by RIII’s board to improve the lot of investors. This has led to a widening of RIII’s discount, which makes it amongst the worst-performing of all UK small-cap trusts over the...

11/05/25 November 5, 2025 22 EN
James Carthew
  • James Carthew

AVI Japan Opportunity – Hi Fidelity!

AVI Japan Opportunity (AJOT) has published proposals for a combination with Fidelity Japan Trust (FJV) that would improve liquidity in AJOT’s shares, lower its ongoing charges ratio, and give the manager greater resources to encourage beneficial change within AJOT’s portfolio. FJV shareholders can switch into a much better-performing trust, with improved discount control. While they have a cash option available to them as part of the deal, AJOT’s annual exit opportunities – the next of which ...

11/03/25 November 3, 2025 13 EN
James Carthew
  • James Carthew

Patria Private Equity Trust – Difficult conditions make for better vin...

Patria Private Equity (PPET) has been able to build up an enviable long-term track record, with returns towards the top end of peer group tables and well-ahead of equivalent listed equities. It is clear that PPET’s bias to European mid-market deals has served it well despite lacklustre economic growth in the region. It is also providing investors with an attractive and growing dividend. However, more recently, PPET and the wider private equity sector have lagged listed equities. We feel th...

10/29/25 October 29, 2025 21 EN
James Carthew
  • James Carthew

JPMorgan Japanese Investment Trust – A whole new ball game

Nicholas Weindling, one of the co-managers of JPMorgan Japanese Investment Trust (JFJ), observes that the investment landscape in Japan has changed almost beyond recognition from the picture that has persisted for most of the last few decades. The country is now seeing inflation, rising interest rates and wage rises – trends that have been absent for many years. At the same time, political shifts, higher defence spending, and – crucially for investors in the country – a more dynamic corporate cu...

10/28/25 October 28, 2025 24 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
James Carthew
  • James Carthew

Rights and Issues Investment Trust – Looking oversold

Rights and Issues Investment Trust (RIII) is battling a number of headwinds. UK small caps face a lacklustre UK economy, a looming budget that is creating market uncertainty, and seemingly indifferent domestic and international investors. To this we can add a large shareholder who appears to be actively frustrating efforts by RIII’s board to improve the lot of investors. This has led to a widening of RIII’s discount, which makes it amongst the worst-performing of all UK small-cap trusts over the...

11/05/25 November 5, 2025 22 EN
James Carthew
  • James Carthew

AVI Japan Opportunity – Hi Fidelity!

AVI Japan Opportunity (AJOT) has published proposals for a combination with Fidelity Japan Trust (FJV) that would improve liquidity in AJOT’s shares, lower its ongoing charges ratio, and give the manager greater resources to encourage beneficial change within AJOT’s portfolio. FJV shareholders can switch into a much better-performing trust, with improved discount control. While they have a cash option available to them as part of the deal, AJOT’s annual exit opportunities – the next of which ...

11/03/25 November 3, 2025 13 EN
James Carthew
  • James Carthew

Patria Private Equity Trust – Difficult conditions make for better vin...

Patria Private Equity (PPET) has been able to build up an enviable long-term track record, with returns towards the top end of peer group tables and well-ahead of equivalent listed equities. It is clear that PPET’s bias to European mid-market deals has served it well despite lacklustre economic growth in the region. It is also providing investors with an attractive and growing dividend. However, more recently, PPET and the wider private equity sector have lagged listed equities. We feel th...

10/29/25 October 29, 2025 21 EN
James Carthew
  • James Carthew

JPMorgan Japanese Investment Trust – A whole new ball game

Nicholas Weindling, one of the co-managers of JPMorgan Japanese Investment Trust (JFJ), observes that the investment landscape in Japan has changed almost beyond recognition from the picture that has persisted for most of the last few decades. The country is now seeing inflation, rising interest rates and wage rises – trends that have been absent for many years. At the same time, political shifts, higher defence spending, and – crucially for investors in the country – a more dynamic corporate cu...

10/28/25 October 28, 2025 24 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
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

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