James Carthew: I’m confident my biotech casualties will recover
Our columnist hangs on to Biotech Growth and Syncona despite their woeful five-year returns, hopeful a combination of self-help and postive fundamentals will spark a rebound.
Investment company news brought to you by Citywire Financial Publishers Limited and Quoted Data by Marten & Co.
Saba hits out at European Opportunities calling tender offer ‘woefully insufficient’
US activist Saba Capital makes its first public move in the UK investment company sector, threatening to vote against the continuation of the Alexander Darwall managed trust next month.
Chow Sang Sang: A jewel in Fidelity Asian Value’s crown
Fidelity fund manager Nitin Bajaj explains why the Chinese jewellery chain is a top 10 position in his portfolio.
Why value should beat growth in Asia
Growth stock ratings stand at an all-time high versus value stocks in Asia, and that has got to change, says Fidelity fund manager Nitin Bajaj.
Nitin Bajaj: Capitalism is why Asian small value stocks do best
Fidelity Asian Values fund manager explains why smaller value companies have been the region's best performers in the past thirty years.
Private equity exploits power of M&A to grow
Paul Daggett of NB Private Equity explains how small ‘roll-up’ deals and big strategic acquisitions are driving the underlying returns of private equity funds.
Impax doubles pricey gearing to pounce on cheap green valuations
Impax Environmental Markets employed three private placement debt notes and a new credit facility to bring its borrowing up to 7%.
Abrdn’s Hugh Young to step off Asia Focus and retire after 43 years
Abrdn Asia veteran Hugh Young steps down from investment trust and prepares to leave funds group at end of the year.
Hipgnosis: Metage calls for ‘clean break’ in vote against senior directors
Activist investor Metage Capital urges investors in Hipgnosis Songs to vote against the re-election of half its board at next week's annual general meeting.
Buybacks on Abrdn PE Opps radar as it continues to grow
The discount on the private equity trust refuses to budge despite ongoing strong performance.
Index-beating Mercantile benefits from surging revenues
Mercantile is passing on its revenue to shareholders with an increased dividend payment.
Vietnam Opps bulks up on banks as it predicts 2024 bounceback
VinaCapital Vietnam Opportunities has almost a quarter of its portfolio in financials.
