The oil price was up again over the month and this helped propel EF Realisation (whose largest asset is a US shale oil company) to the top of the tables. Fast Forward Innovations rose on the back of a run of good news from Nuuvera, its cannabis-focused investment. Polo Resources seems to have attracted some attention in a couple of tip sheets; the shares have been very volatile of late. River & Mercantile UK Micro Cap’s premium shot up in January, as investors ignored the danger of having part of their investment compulsorily returned to them at asset value. Looking at the NAV moves, strong performance was achieved from funds exposed to Japanese smaller companies (Atlantis Japan) and emerging and frontier markets, benefitting funds such as Terra Capital and BlackRock Frontiers, Brazil (BlackRock Latin and JPMorgan Brazil), Emerging Europe (BlackRock Emerging and JPMorgan Russian), Vietnam (VinaCapital Vietnam Opportunity).
Unfortunately, this report is not available for the investor type or country you selected.
Browse all ResearchPool reportsReport is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.