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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.

 

David Johnson
  • David Johnson

BlackRock Throgmorton – More bang for your buck

BlackRock Throgmorton’s (THRG) manager, Dan Whitestone, has recently celebrated his 10th year at the helm of the trust, as well as his ninth financial year of outperformance, with THRG’s recently released full-year results showing outperformance of 2.2%. These results not only highlight Dan’s skill in stock selection, having adapted THRG’s portfolio to accommodate for changing market dynamics, but also the significant valuation opportunity presented by the UK market. UK small caps now rank as...

04/17/25 April 17, 2025 EN
James Carthew
  • James Carthew

Caledonia Investments – Playing the long game

Caledonia Investments’ (CLDN’s) recent Private Capital Spotlight provided an opportunity to deep dive into the company’s private capital pool investments. In this part of the portfolio, it has a target of up to 10 companies and currently it accounts for 29% of CLDN’s NAV. This note explores the private capital pool in more detail. Over the past decade, this part of CLDN’s portfolio has generated an impressive NAV total return of 12.4% per annum, highlighting the value of the company’s patient...

04/16/25 April 16, 2025 EN
James Carthew
  • James Carthew

QuotedData’s Investment Companies Quarterly Review – Third quarter of ...

In the year’s third quarter, US inflation continued to fall, forming a positive economic picture for the country, with strong wage growth and low unemployment. In the lead up to the Federal Reserve’s rate cut on 18 September, the first in four years, the technology sector underwent a sell-off that saw Nvidia’s share price fall 13% from its peak. Activist funds such as Elliot Management expressed their concerns of an AI bubble, contributing to a series of share price falls for the ‘Magnificent 7’...

10/24/24 October 24, 2024 16 EN
Andrew Courtney
  • Andrew Courtney

Temple Bar – Historic opportunity

Over the past three years, the Temple Bar Investment Trust (TMPL) has delivered a share price total return of 40%, comfortably outperforming both its benchmark index and the wider UK equity income peer group. Impressively, the company is also well ahead of high-flying US indices over this period, highlighting the attractions of investing in the UK, despite the economic challenges experienced over the last few years. These returns provide further vindication of the managers’ strategy of invest...

10/24/24 October 24, 2024 EN
Matthew Read
  • Matthew Read

European Opportunities Trust – Geared to growth, built in resilience

European Opportunities Trust (EOT), the most growth-focused of its peers, has posted decent absolute returns during the last couple of years but has been held back by its strong growth focus in an environment where inflation has been more stubborn than anticipated. There are signs that this is now changing and, if the growth outlook deteriorates, EOT’s focus on more resilient B2B business should be an additional benefit, particularly if previously-robust consumer spending continues to show signs...

10/24/24 October 24, 2024 EN
David Johnson
  • David Johnson

BlackRock Throgmorton – More bang for your buck

BlackRock Throgmorton’s (THRG) manager, Dan Whitestone, has recently celebrated his 10th year at the helm of the trust, as well as his ninth financial year of outperformance, with THRG’s recently released full-year results showing outperformance of 2.2%. These results not only highlight Dan’s skill in stock selection, having adapted THRG’s portfolio to accommodate for changing market dynamics, but also the significant valuation opportunity presented by the UK market. UK small caps now rank as...

04/17/25 April 17, 2025 EN
James Carthew
  • James Carthew

Caledonia Investments – Playing the long game

Caledonia Investments’ (CLDN’s) recent Private Capital Spotlight provided an opportunity to deep dive into the company’s private capital pool investments. In this part of the portfolio, it has a target of up to 10 companies and currently it accounts for 29% of CLDN’s NAV. This note explores the private capital pool in more detail. Over the past decade, this part of CLDN’s portfolio has generated an impressive NAV total return of 12.4% per annum, highlighting the value of the company’s patient...

04/16/25 April 16, 2025 EN
James Carthew
  • James Carthew

QuotedData’s Investment Companies Quarterly Review – Third quarter of ...

In the year’s third quarter, US inflation continued to fall, forming a positive economic picture for the country, with strong wage growth and low unemployment. In the lead up to the Federal Reserve’s rate cut on 18 September, the first in four years, the technology sector underwent a sell-off that saw Nvidia’s share price fall 13% from its peak. Activist funds such as Elliot Management expressed their concerns of an AI bubble, contributing to a series of share price falls for the ‘Magnificent 7’...

10/24/24 October 24, 2024 16 EN
Andrew Courtney
  • Andrew Courtney

Temple Bar – Historic opportunity

Over the past three years, the Temple Bar Investment Trust (TMPL) has delivered a share price total return of 40%, comfortably outperforming both its benchmark index and the wider UK equity income peer group. Impressively, the company is also well ahead of high-flying US indices over this period, highlighting the attractions of investing in the UK, despite the economic challenges experienced over the last few years. These returns provide further vindication of the managers’ strategy of invest...

10/24/24 October 24, 2024 EN
Matthew Read
  • Matthew Read

European Opportunities Trust – Geared to growth, built in resilience

European Opportunities Trust (EOT), the most growth-focused of its peers, has posted decent absolute returns during the last couple of years but has been held back by its strong growth focus in an environment where inflation has been more stubborn than anticipated. There are signs that this is now changing and, if the growth outlook deteriorates, EOT’s focus on more resilient B2B business should be an additional benefit, particularly if previously-robust consumer spending continues to show signs...

10/24/24 October 24, 2024 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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