Compass: The AIC’s monthly newsletter

This month in Compass, it’s all about elections. Ian Cowie crosses the pond, biotech managers talk US politics and we examine how UK trusts fared under different governments.

Latest articles, press releases and videos

My best investment - Stephen Macklow-Smith, Manager, JPMorgan European Growth and European Income

‘One of the success stories for the fund that I run has been German company Duerr.’

European small caps benefit from dynamic management

They can plough their own furrow and deliver returns in unappetising environments, as long as the management make the right decisions.

Jackie Lockie blog: Hit the road, Jack!

A look at what’s next for the AIC’s adviser training.

My best investment - Urs Wietlisbach, Manager, Princess Private Equity

‘We focus on market-leading global small/mid cap private companies where we see further potential to grow the business’.

Flexibility the key in a challenging private equity market

Private equity isn’t what it used to be.

The outlook for Private Equity

Pantheon International Participations take a global approach to investing, selecting high quality managers to build a portfolio diversified by geography, age and style.

The outlook for the UK Growth sector

Opportunities for growth investors in UK small and mid-cap stocks.

Why did we invest?

Spotting a company that can harness a long term structural market shift is a potent force for value creation.

My best investment - Alexander Wright, Manager, Fidelity Special Values

"My investment process is geared towards finding unloved companies with downside protection that have unrecognised growth options."

Blog: Investors in the driving seat…and not before time

Ian Sayers gives his view on the platforms conclusion.

Mind the Gap: Property managers focus on prime locations

What is the outlook for the property investment company sector?

A week in the life of...Mike Adams

Mike Adams, Chief Executive of MedicX describes his busy working week.

Thematic research

Third-party thematic research on investment companies can be found below.

Pretty, pretty, pretty good

17 August 2024

Do investment trusts really protect capital and income against inflation? Lets take a look...

Micro-managing

11 April 2024

What opportunities exist in the smallest part of the UK market?

Seoul searching

28 March 2024

South Korea is looking to to tackle its ‘discount’ versus other Asian countries by introducing governance reforms, very similar to Japan's.

Quoted data logo

QD view – Vietnam, big on ambition

Vietnam celebrates its ‘Reunification Day’ on 30th April each year. The date, which is one of the largest public holidays in Vietnam, marks the day when North Vietnamese and Viet Cong forces captured what was then called Saigon (now Ho Chi Minh City), the capital of South Vietnam, ending the Vietnam War. This year marks […]
Quoted data logo

QuotedData’s weekly news show 26th April 2024

Thank you to everyone that listened in today, whether you watched the Zoom live or on YouTube. In this week’s show, James Carthew covered the week’s top stories: • GCP Infrastructure (0:23) • Hipgnosis (3:55) • Riverstone Credit Opportunities (8:49) This week’s interview was with Ken Wotton from Strategic Equity Capital – watch it again […]
Citywire logo

JEMA shares slide as Russian bank tries to seize JPMorgan assets

Shares in JPMorgan Emerging Europe, Middle East and Africa (JEMA) have been hit as fund manager seeks to stop VTB bank seizing $440m of frozen assets it holds in Moscow.
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Stifel: Abrdn-Phoenix fee deal is new factor in UKCM-Tritax merger

The broker reveals that UK Commercial Property’s manager Abrdn has a fee rebate with Phoenix Life that might have a bearing on its proposed £6bn merger with Tritax Big Box.
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US Solar’s future hangs in balance with dividend target cut before vote

With a discontinuation vote looming, the small renewables fund slashes its dividend target but softens the blow with a $19m tender offer and the prospect of further capital returns.

Impax Environmental Markets

26 April 2024

QuotedData's New Client.

Henderson Far East Income

25 April 2024

Repositioning to raise total returns

NB Private Equity Partners

25 April 2024

Results analysis from Kepler Trust Intelligence.

Bluefield Solar Income Fund

25 April 2024

Update from QuotedData

Witan Investment Trust

25 April 2024

Business as usual for WTAN's executive team, while the board reviews investment management arrangement.

Transaction in Own Shares

26/04/2024 - 19:40

F&C Investment Trust PLC

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Transaction in Own Shares

26/04/2024 - 19:20

BioPharma Credit PLC

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Holding(s) in Company

26/04/2024 - 19:20

Brown Advisory US Smaller Cos. PLC

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Transaction in Own Shares

26/04/2024 - 18:50

Foresight Solar Fund Limited

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Transaction in Own Shares

26/04/2024 - 18:50

Impax Environmental Markets PLC

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Glossary

Familiarise yourself with industry terminology.

Research tools

Access information on your chosen investment companies, or find and compare companies using our screening and monitoring tools.

Invest & engage

Browse a list of platforms that allow you to buy and hold investment companies. Discover how to have your say on how your investment company is run.