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Joined October 2013
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Gavin Lumsden, head of news @QuotedData, says: "You can get more of our news on investment companies in our free, daily newsletter." Register here: f32ll.share-eu1.hsforms.com/…
🏆 BEST BOUTIQUE – Who gets your vote?
Polar Capital, Harwood Capital, WhiteOak Capital or TwentyFour Asset Management?
🗳️ Make your best predictions for a chance to win £5,000!
👉 eu1.hubs.ly/H0yM5J40
VinaCapital Vietnam Opportunity #VOF has followed Vietnam Enterprise #VEIL in buying Vingroup, the $62bn “national champion”, after its shares shot up 350%. Not holding #VIC was main factor in VOF’s underperformance +10.5% vs VNI's 36.5% in yr to 30 June. tinyurl.com/4w8eevuw
HgCapital Trust #HGT announced a £6.1m investment in 3E & plans to help Brussels-based renewable asset management software firm launch AI products on its SynaptiQ platform. The £1.8bn private equity fund invested through Hg Mercury with other institutions. tinyurl.com/kh9j5ujt
Merchants Trust #MRCH says Bill Maldonado, former chief executive of US fund manager Eastspring Investments, will join the board of the UK equity income investment trust as a non-executive director on 1 November. tinyurl.com/kh9j5ujt
Pantheon International #PIN has stepped up share buybacks since its financial year-end in June as the £1.4bn private equity investment trust responds to pressure from activists Active Value Investors, Metage and Saba to narrow its 29% discount. 🧵1/2
@RichWilliamsQD @QuotedData said: “PIN continues to deploy substantial capital into share buybacks, spending £36.1m in September alone and £160.9m since the start of June compared to the £118.4m of purchases in the previous 12 months.” tinyurl.com/kh9j5ujt
Primary Health Properties #PHP is increasing its joint venture with the Universities Superannuation Scheme (USS) to £400m from £250m and transferring £67m of assets into the partnership. PHP, which holds a 20% equity interest, said the JV could be expanded to £800m. 🧵1/2
Proceeds from the asset sale will be used to reduce net debt, similar to the £500m released by last week’s tie-up with Singaporean sovereign wealth fund GIC. @RichWilliamsQD @QuotedData said it was a “positive development”. tinyurl.com/kh9j5ujt
Grit Real Estate Income Group #GR1T, the pan-African property fund whose shares have been suspended since April, is considering delisting after disclosing two offers to sell all its real estate assets. tinyurl.com/kh9j5ujt
🏆 BEST ALTERNATIVE ASSETS – Who gets your vote?
Oakley Capital, 3i Infrastructure, Cordiant Digital Infrastructure or BioPharma Credit?
🗳️ Make your best predictions for a chance to win £5,000!
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🤖 Made with AI
Literacy Capital #BOOK confirmed a 4.7% hit from its Q3 shock exit & loss at flexible office provider Cubo Work this month. Uplifts to sausage maker Red Sky, electronic supply chain provider TechPoint & graduate consultants Grayce offset half the £22.4m write-down ... 1/3🧵
The result could have been much better given BOOK's top ten holdings (accounting for 94% of net assets) saw revenues grow at an annual rate of 37% in Q3, their highest in three years, while earnings grew 32%.
tinyurl.com/5ec23sa3
@RichWilliamsQD, senior analyst @QuotedData, said: “It is encouraging to see #BOOK formally acknowledge the need to address its substantial discount to NAV, although the announcement offers little in the way of immediate action.”
Foresight Environmental Infrastructure #FGEN has sold its remaining 49% stake in six anaerobic digestion facilities to 3i Infrastructure #3IN backed Future Biogas for £104m. tinyurl.com/37n27pe7
@RichWilliamsQD, senior analyst at @QuotedData, said: “This is an excellent outcome for #FGEN and provides further evidence of the value embedded in its portfolio. The £104m consideration, representing a 7.5% premium to the June valuation, is particularly encouraging”.
A 7.7% slide in net asset value (NAV) last month wiped out Lindsell Train #LTI gains from the previous 2 months & pushed the portfolio 0.5% down in Q3, although a 20% tender offer announcement supported the share price +3.6% in Sept & +5% over the quarter. tinyurl.com/5h2e64fj
@QuotedData analyst @RichWilliamsQD said: “With the tender offer now concluded, attention can return to the #LTI portfolio where the managers remain convinced that the underlying businesses are undervalued.”
BlackRock Latin American #BRLA falls 11% after Brazilian financial markets & its currency, the real, sell off following President Luiz Inácio Lula da Silva’s remarkable comeback election victory, erasing most of the £100m trust's gains this year. tinyurl.com/5h2e64fj
Canaccord has launched the Quest Global Equity Cashflow Compounder Units ETF, using the Canadian investment bank’s proprietary analytics tool to assess the best 30 of 20,000 global equities.
quoteddata.com/2026/10/canac…
Ahead of our @QuotedData Investors’ Choice Awards next month, we spoke to private investor Geoff Mills who won a £5,000 prize last year. Geoff has grown more cautious, selling two equity trusts & topping up on infrastructure & other "alternative" funds. tinyurl.com/ycxb68rp
