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
Witan Investment Trust: Meet the Manager, Mark Baribeau, Jennison Associates
Jennison manage a global equity mandate on behalf of Witan. Mark Baribeau, Head of Global Equities at Jennison, discusses how he seeks to invest in a portfolio of market leading companies with exceptional growth properties.
Witan Investment Trust: Meet the Manager, Peter Davies, Lansdowne Partners
Lansdowne manage a global portfolio on behalf of Witan. Peter Davies, Head of Developed Strategy at Lansdowne, discusses how they build an adaptable portfolio for underappreciated or contrarian trends.
Alex Wright: A decade to remember
Alex Wright, portfolio manager of Fidelity Special Values, reflects on what has been a highly unusual decade.
Investors more sceptical about ESG claims than last year
Three in five private investors still consider ESG.
Witan Investment Trust: Meet the Manager, Michael Lindsell, Lindsell Train
Lindsell Train manage a global equities portfolio on behalf of Witan. Michael Lindsell, Co-founder of Lindsell Train, discusses how they invest in durable businesses with long-term growth prospects.
Witan Investment Trust: Meet the Manager, Andy Headley, Veritas Asset Management
Veritas manage a global equities portfolio on behalf of Witan. Andy Headley, Co-founder and Head of Global Strategies at Veritas, discusses how they identify high quality companies and buy them when they are attractively valued.
Witan Investment Trust: Meet the Manager, Mike Trigg, WCM Investment Management
WCM manage a global equities portfolio on behalf of Witan. Mike Trigg, President and Portfolio Manager at WCM, discusses how they seek out high quality companies with a strong culture.
Witan Investment Trust: Meet the Manager, Brian Kersmanc, GQG Partners
GQG manage an emerging markets equity mandate on behalf of Witan. Brian Kersmanc, Portfolio Manager at GQG, discusses their “forward quality” approach.
Witan Investment Trust: Meet the Manager, James Hart.
Investment Director James Hart discusses how the investment team at Witan select specialist collective funds to take advantage of higher growth sectors or assets that perform different from global equity markets.
Renewable energy investment company managers comment on energy price cap
Energy price cap “represents more of an anaesthetic than a solution”.
Broadening access to LTAFs is “an accident waiting to happen”
AIC response to FCA consultation paper ‘Broadening retail access to the long-term asset fund’.
Lessons from recessions
How investment companies performed in the last three UK economic downturns.
Thematic research
Third-party thematic research on investment companies can be found below.
Aquila Energy Efficiency Trust provides detail on tender offer proposal
Gresham House Energy Storage suspends dividends and buybacks for 2024
QuotedData’s weekly news show 19th April 2024
QD view – Hot stuff
CC Japan Income & Growth Trust
18 April 2024
CCJI's differentiated investment approach has led to sector-leading performance.
JPMorgan Japan Small Cap Growth & Income
18 April 2024
JSGI offers exposure to exciting growth companies in Japan.
BlackRock Throgmorton Trust Plc - Transaction in Own Shares
19/04/2024 - 18:10
TwentyFour Select Monthly Income Fund - Issue of Shares
19/04/2024 - 17:50
Investing for growth
Find out what growth investing is and how it could help you achieve your long-term financial goals.
Recorded 1 November 2022.
Getting started
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An introduction to ESG
What is ESG and how does it relate to investment companies?
Saving for your children’s future?
Find out how to invest for your child with investment companies and why they offer good long-term performance.
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.
