​Q1 2016 started badly as markets panicked about the impact of the state of China’s economy on global growth. Volatility has eased a bit since but remains elevated. In February we published a note on Premier Energy & Water – It’s a £24m rollover – following changes to its capital structure. We published a note on Altin – A vessel for volatile seas? – drawing attention to that fund’s efforts to deliver positive returns with low volatility. Investor in Asian growth was a note we published on Pacific Horizon. This is an Asia ex Japan fund that is differentiated from its competitors by having a portfolio biased to high growth sectors such as technology and biotechnology. We also published a note on India Capital Growth – Compounding machine – that described how this India focused fund has been outperforming its listed peer group by buying cash generative, growing companies on reasonable valuations. We have also just published a note on Edinburgh Dragon - An artificial reality?
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