May 2024
Fund Research
Barings Emerging EMEA Opportunities
BEMO has had a strong year, and offers multiple layers of value…
16 May
16 May
Fund Research
Fidelity Special Values
FSV’s wide discount doesn’t reflect strong recent performance…
15 May
15 May
Fund Research
Mid Wynd International
MWY’s new management team takes the reins; hoping to replicate a strong long-term track record…
10 May
10 May
Fund Research
CT Private Equity
CTPE’s portfolio represents a tangibly different opportunity…
08 May
08 May
Fund Research
Fidelity European Trust
FEV, impressive capital and dividend growth over many years...
07 May
07 May
Fund Research
Murray Income
MUT continues its impressive streak of consecutive dividend increases hitting half a century in 2023…
03 May
03 May
Fund Research
Scottish American
SAINTS has an exceptional record of delivering inflation-busting income growth…
02 May
02 May
April 2024
Fund Research
BlackRock Smaller Companies
A focus on fundamentals may act as a catalyst for BRSC to bounce back…
30 Apr
30 Apr
Fund Research
BlackRock Energy and Resources Income
BERI has raised its dividend target as secular tailwinds gather…
29 Apr
29 Apr
Fund Research
Mercantile
MRC’s performance has recovered, yet the trust remains at a wide discount…
29 Apr
29 Apr
Fund Research
Baillie Gifford Shin Nippon
BGS’s portfolio is seeing strong sales growth but looks cheaper and cheaper…
26 Apr
26 Apr
Fund Research
Brunner
BUT has outperformed its composite benchmark for the fifth consecutive financial year…
24 Apr
24 Apr
Fund Research
Witan
Business as usual for WTAN’s executive team, while the board reviews investment management arrangements…
24 Apr
24 Apr
Fund Research
JPMorgan Global Emerging Markets Income
JEMI is benefiting from improving corporate governance and a burgeoning dividend culture in emerging markets…
22 Apr
22 Apr
Fund Research
CC Japan Income & Growth
CCJI’s differentiated investment approach has led to sector-leading performance…
17 Apr
17 Apr
Fund Research
JPMorgan Japan Small Cap Growth & Income
JSGI offers exposure to exciting growth companies in Japan…
17 Apr
17 Apr
Fund Research
Jupiter Green
JGC’s recovery is gathering momentum, but the discount has yet to react…
15 Apr
15 Apr
Fund Research
BlackRock World Mining
BRWM’s managers: we see all the classic signs of high commodity prices...
12 Apr
12 Apr
Fund Research
Schroder UK Mid Cap
Mid-caps have bounced back on the potential for rate cuts…
11 Apr
11 Apr
Fund Research
JPMorgan Asia Growth & Income
JAGI’s managers believe Asia is showing the green shoots of a recovery…
11 Apr
11 Apr
Fund Research
CT Global Managed Portfolio
Easing rates may act as a catalyst for CMPG’s and CMPI’s underlying holdings to re-rate…
09 Apr
09 Apr
Fund Research
BlackRock Sustainable American Income
BRSA's portfolio trades at a significant P/E discount to the US market and is defensively positioned...
04 Apr
04 Apr
Fund Research
Middlefield Canadian Income
MCT: stable income from an overlooked equity market…
03 Apr
03 Apr
March 2024
Fund Research
JPMorgan US Smaller Companies
JUSC: diversification and valuation opportunity in US smaller companies…
28 Mar
28 Mar
Fund Research
M&G Credit Income
MGCI offers an exceptionally high yield from a portfolio of high credit quality...
28 Mar
28 Mar
Fund Research
Allianz Technology Trust
ATT offers significantly discounted exposure to the technology sector…
26 Mar
26 Mar
Fund Research
Bellevue Healthcare
BBH could be poised for strong performance as the rate cycle eases…
21 Mar
21 Mar
Fund Research
Greencoat UK Wind
Chunky dividend cover is the key to UKW’s resilient proposition…
20 Mar
20 Mar
Fund Research
Schroder European Real Estate
SERE's high and covered dividend is arguably undervalued by a very wide discount...
20 Mar
20 Mar
Fund Research
International Biotechnology
Ailsa Craig and Marek Poszepczynski are celebrating their first three years as managers of IBT…
18 Mar
18 Mar
Fund Research
Ruffer Investment Company
RICA’s tough 2023 followed a stellar 2022…
06 Mar
06 Mar