QuotedData Retail - Investment Companies Guide 2018

Report

QuotedData Retail

James Carthew

Investment Companies Guide 2018

This guide is arranged in two parts. Part One is designed to give you all the basic information you need to start using investment companies. Part Two explains some of the more technical aspects of how they work.

20/03/2018 46 EN

Provider

QuotedData Retail

QuotedData you with provides access to research on Investment Companies, Investment Trusts and Mining companies. Our aim is to provide you all the information you might need to make your own investment decisions. We cannot offer you advice on your investments.

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Analysts

James Carthew

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Since interest rates began to rise to tackle inflation, GCP Infrastructure (GCP) has, like many similar investment companies, been afflicted by a wide share price discount to net asset value (NAV). 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 this report, share buybacks have stepped up a gear, the discoun...

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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 situations” such as Vivendi (which may be on the cusp of unlocking significant shareholder value withou...

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Investment Companies Guide 2018

GCP Infrastructure - Substantive progress

AVI Global Trust – No shortage of targets

Fuel for (AI powered) thought

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