Compass: The AIC’s monthly newsletter

Riverstone Credit Opportunities proposes managed wind down

[Apologies that we didn’t spot this earlier but it was buried in the company’s AGM announcement] After talking to the manager (Riverstone Investment Group LLC), its sub-manager, Breakwall Capital LLC, its advisers and certain significant shareholders, Riverstone Credit Opportunities’ board has determined that a managed wind-down of the portfolio at this time is in the […]

BH Macro shares fall to record discount after ‘rollercoaster’ year

A £315m share issue and sharp reversal in interest rate expectations made for a difficult 2023 for the Brevan Howard hedge fund, recent annual results show.

Fidelity: ‘Golden shares’ should protect investors from China crackdowns

Dale Nicholls, manager of Fidelity China Special Situations, says the government's 1% stakes in technology companies is a good thing and should not deter investors from an historic valuation opportunity.

Interview with Baroness Bowles & Baroness Altmann on cost disclosures

QuotedData’s James Carthew recently interviewed the two Baronesses that are part of the team fighting to fix the sector’s cost disclosures problem. 0:00 – Why and how did you get involved in the campaign? 3:31 – Why is this issue important for investors? 8:18 – Is legislation the answer to resolving this issue? 14:50 – […]