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

What is your ESG strategy? How are your investee companies helping with the issues?

Managers from ICG Enterprise, Pantheon International and Literacy explain their ESG strategy and how their investee companies are helping to contribute to social and environmental issues.

What’s your view on the discount/premium on your trust. Could it represent a buying opportunity?

Managers from Pantheon International, Literacy Capital, and ICG Enterprise explain why their trust could be a buying opportunity.

Private equity managers respond to the recent criticisms of the sector

Private equity managers from ICG Enterprise, Literacy Capital and Pantheon International answer questions on the valuation of portfolio companies, high fees, and the buyback of shares.

How are private equity portfolio companies faring in the current challenging economic conditions?

The AIC spoke to private equity managers from Pantheon International, Literacy Capital and ICG Enterprise to hear their views on the challenging economic environment.

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Go woke, not broke

Greater diversity on investment company boards is good for shareholders, writes David Prosser.

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Battling the scourge of inflation

David Prosser looks at how investment companies can help protect the real value of your savings.

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Investment companies with exposure to generative AI

There are 20 AIC investment companies set to benefit from generative artificial intelligence (AI).

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Private equity managers respond to criticisms of the sector

They answer questions on performance, ESG, fees, discounts and buybacks.

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Meet the manager: Martin Connaghan

Hear from Martin Connaghan, Co-Manager of Murray International Trust .

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Investment Trust Outlook | Income - May 2023

What is the outlook for European real estate and what areas offer reliable income in the UK market? Experts from Schroders and abrdn join us to discuss:

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"The outlook is bright": Investment company managers on the recovery in Japan

Managers discuss the reasons for Japan’s recent good performance and where they are seeing further opportunities.

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The benefits of staying active

Active strategies make sense for less well researched markets, argues David Prosser.

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.

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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 […]
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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.
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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.
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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 – […]
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Molten rallies on hope for better 12 months after three-year meltdown

Molten Ventures perks up after forecasting a ‘meaningful’ recovery in exits from early-stage digital companies that could help narrow the huge 64% discount at which its shares trade.

Seraphim Space

24 April 2024

Vantage: Seraphim Space’s Mark Boggett on a booming space economy and a maturing portfolio 

International Public Partnerships

24 April 2024

Consistently and responsibly delivering.

HydrogenOne Capital Growth

23 April 2024

Update from QuotedData

JPMorgan Global Emerging Markets Income

23 April 2024

JEMI is benefiting from improving corporate governance and a burgeoning dividend culture in emerging markets.

Schroder Japan Trust

22 April 2024

Results analysis from Kepler Trust Intelligence.

Recommended increased cash offer for Hipgnosis

24/04/2024 - 19:30

Alchemy Copyrights, LLC

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Transaction in Own Shares

24/04/2024 - 19:30

CQS Natural Resources Grwth&Inc PLC

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Transaction in Own Shares

24/04/2024 - 19:20

BioPharma Credit PLC

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Transaction in Own Shares

24/04/2024 - 19:00

abrdn Asian Income Fund Limited

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BlackRock Throgmorton Trust Plc - Transaction in Own Shares

24/04/2024 - 18:00

BlackRock Throgmorton Trust

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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.