March 2024
Market Insight
IBT’s managers pass three-year milestone well ahead of peers
Ailsa Craig and Marek Poszepczynski have delivered strong outperformance of index and peers over three years…
18 Mar
18 Mar
Features
Behind the trust: International Biotechnology Trust plc
Biotech companies stand to inject high returns and positive social impact into an investor’s portfolio and International Biotechnology Trust has an impressive track record of doing this with lower volatility than the index (NASDAQ Biotechnology Index), while paying a healthy dividend yield...
01 Mar
01 Mar
News
Results analysis: Octopus Renewables Infrastructure
ORIT delivers another year of dividend increases in line with CPI, as well portfolio sales above valuation, demonstrating the validity of the net asset value. But against a weak macro background the discount has widened to over 30%...
28 Mar
28 Mar
News
Flash update: Henderson European Focus (HEFT) and Henderson EuroTrust (HNE) proposed merger
What are the benefits of the Proposed merger of Henderson European Focus Trust (HEFT) and Henderson EuroTrust (HNE)?
26 Mar
26 Mar
February 2024
Video
Talking Trusts: An introduction to investing in biotech with International Biotechnology Trust
We talk about what IBT offers for investors looking for exposure to the biotech sector…
27 Feb
27 Feb
Fund Research
European Assets
EAT's high dividend and exposure to European small-caps make for a distinctive recovery play...
06 Feb
06 Feb
January 2024
Features
Baillie Gifford European Growth Trust: manager insights
Investment manager Chris Davies discusses performance, portfolio positioning and why the Trust continues to seek fast-growing companies that prioritise long-term growth over near-term profits. He also explains why the allocation to private companies is an important point of differentiation for the Trust...
26 Jan
26 Jan
Fund Research
European Opportunities Trust
EOT's portfolio of leading global companies, as well as the discount to NAV, offer strong recovery potential...
17 Jan
17 Jan
December 2023
News
Results analysis: Henderson European Focus Trust
A focused portfolio of European ‘Global Champions’
13 Dec
13 Dec
Fund Research
TRIG - Renewables Infrastructure Group
TRIG’s shares have dramatically derated over 18 months, yet prospective returns appear more attractive, not less…
19 Dec
19 Dec
Fund Research
CT Private Equity
CTPE continues to deliver on its unique strategy…
14 Dec
14 Dec
Fund Research
Baillie Gifford European Growth
BGEU looks exceptionally cheap given the growth potential in the portfolio…
04 Dec
04 Dec
November 2023
Market insight
Small cap healthcare stocks look cheap
The success of weight-loss drugs shouldn’t be taken for granted…
08 Nov
08 Nov
Events
Once more into the breach?
With yawning discounts across the board, some sectors have been hit harder than others - our analysts think there could be value there for those with the sangfroid to fight for it...
08 Nov
08 Nov
Features
European Growth Investing: time to go bargain hunting?
In this webinar recording Stephen Paice, co-manager of the Baillie Gifford European Growth Trust, shares where opportunities lie and what trends he sees driving value creation over the next five years and beyond...
03 Nov
03 Nov
News
Results analysis: BlackRock Greater Europe
BRGE was the top-performing European trust during its most recent financial year...
08 Nov
08 Nov
October 2023
Strategy
We’re going to need a bigger boat…
We argue corporate activity is picking up, making the investment trust sector an exciting place to invest…
25 Oct
25 Oct
Strategy
To gear, or not to gear...
We examine the impact that rising rates have had on fund managers' appetite for gearing as a means to spice up returns...
04 Oct
04 Oct
Fund Research
ICG Enterprise
ICGT has posted good interim results, illustrating the resilience of its buyout portfolio…
19 Oct
19 Oct
September 2023
Trust Issues
A biotech bounce back? With IBT Manager Ailsa Craig - Podcast: Trust Issues #22
We talk the move to Schroders, managing risk, and reinvesting the proceeds of M&A activity...
28 Sep
28 Sep
Fund Research
International Biotechnology
IBT managers’ unique approach set to continue at Schroders…
15 Sep
15 Sep
Fund Research
JPMorgan European Growth & Income
JEGI: performing well even as investors remain underweight European equities...
12 Sep
12 Sep
News
Results analysis: Octopus Renewables Infrastructure
ORIT’s widening discount belies the inexorable march of renewable energy and ORIT’s ability to continue to invest...
26 Sep
26 Sep
August 2023
Strategy
Halfway there…investing on a prayer
We provide an update on our picks for 2023 and see which analysts' prayers are being answered…
23 Aug
23 Aug
Fund Research
3i Infrastructure
3IN: keeping it real
10 Aug
10 Aug
Fund Research
Schroder European Real Estate
SERE: European diversification isn’t just hypothetical…
08 Aug
08 Aug